Oracle's success hinges on retaining its customer base, including ones it inherited from the companies it bought.

Given all the changes in the quarter, I actually expected worse results. It's going to take some time to see whether they were the right changes. They need to dig themselves out of a hole.

We continue to feel that overall buying patterns in the mid-market space are resulting in customers purchasing larger-scale ERP solutions, with multiple products and longer deployment cycles. In the future, this will likely extend revenue recognition for similar types of deals.

I think it's a good acquisition because it's the front end of development.

This seems to be a much bigger commitment for Lawson.

We think Oracle is well positioned to grab [market] share and further increase margins.