“Analysts don’t try to foretell the future; they try to explain the recent past. If you have a series of bad quarters, they explain that it must be because you have product problems. If you then have a series of good quarters, they explain that it’s because you’ve overcome your product problems. They’ll conclude that our E-Business Suite product problems are over when we start growing faster than our applications competitors. It’s that simple—they just look at the numbers.”
