Jason Wood_

What DivX Must Do To Succeed

Davis,

Just to be clear. The reason no sell-side firms cover DIVX is because they're prohibited to until the grace period is up post IPO. You can be sure that all of the banking houses will have rosy initiation reports for DIVX ready to roll on the day it's legally allowed. The question investors will need to ask themselves (as they should with any IPO) is whether we can reasonably expect true objectivity from sell-side firms that were involved with the banking initiative.

J

Oracle's Victory Lap

Matt,

Not sure who is whining. I thought I made it clear I'm long Oracle, so you should recognize that I was neither surprised nor displeased by the Q1 results. But facts are facts. The PERCEPTION of Oracle vs. SAP has changed, true, but anytime I feel the investor community isn't peeling back the onion to really understand the facts, I'm going to point out the misconceptions.

Best of luck in all your investments,

J

Our Free Email Subscription Service

Excellent addition to an already valuable component of my daily routine. The email subscription is going to be terrific, but I'm very much looking forward to the promised personalized RSS option.

Keep up the great work,

Jason