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.

The question is how much of that weakness has been caused by Oracle itself and does it go away once the deal actually closes.

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.

A lot of investors were looking for a point to jump off after the great run the stock had.

With corporations sitting on excessively strong balance sheets, they've got the growth to set off a major spending cycle,

San Francisco is coming back. Corporations are once again locating in The City and a rebound in Silicon Valley is helping the entire Bay Area. San Francisco's position as a gateway to Asia is also advantageous given the strength in the Asian economy.