We are now at an inflection point where I think growth is going to start accelerating.
David Hilal
For a company with great profitability and a near monopoly, it would certainly not be unheard of to pay two to three times the growth rate. So paying 25 times earnings for one of the strongest technology companies with an awesome franchise is fair.
technology growth fair awesome times company great
It's very much steady Eddie. Microsoft showed nice growth and better levels of profitability.
growth nice
The server business did really well. There are good things going on ahead of Longhorn.
business good things
growth start
Strategically, the deal makes sense. I would have liked the deal better if it wasn't part of a series of acquisitions.. But I still think the positives outweigh the negatives.
sense part series
People will move into software next year. It's a question of when, not if.
people question software
Entrust is one of the companies today that has a very specialized solution and has yet to broaden its portfolio. It's ripe for acquisition.
acquisition today solution
There is a definite horse race between the two of them. But this is a massive market. It is not an either/or situation. Both will be successful.
race market successful horse situation
Netscape is less and less of a priority for AOL Time Warner, and this is just another step in the slow sun-setting process of Netscape Navigator.
time process
Let's not ignore the fundamental course of business.
business
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