Harry Stebbings
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The thing that breaks the catalyst on the software trend, I don't think there is a single thing.
The thing that breaks the catalyst on the software trend, I don't think there is a single thing.
It's what I've said.
It's what I've said.
There's a bunch of sorting going on because this is the winnowing of the week, right?
There's a bunch of sorting going on because this is the winnowing of the week, right?
It's never pretty.
It's never pretty.
And the guys who are individuals get through the gates to be winners, right?
And the guys who are individuals get through the gates to be winners, right?
And the data dogs are kind of on the positive side and are starting to outperform.
And the data dogs are kind of on the positive side and are starting to outperform.
And for something like Adobe, I actually think there has to be an institutional catalyst before there can be a pricing catalyst.
And for something like Adobe, I actually think there has to be an institutional catalyst before there can be a pricing catalyst.
In other words- What is that?
In other words- What is that?
I think you need someone like Owen running it.
I think you need someone like Owen running it.
Because I'll tell you, now I'm going to vent.
Because I'll tell you, now I'm going to vent.