I've checked on customer feedback. It's some of the most positive I've ever heard in all my years of talking to customers.
The question is how much of that weakness has been caused by Oracle itself and does it go away once the deal actually closes.
Spam is a bigger growth driver than many investors realize. It is getting to a point where corporations are willing to pay up to do something about it.
A lot of investors were looking for a point to jump off after the great run the stock had.
