steve, steve, steve,
you young lad. orcl will not blow away anyone with revenue numbers in their next quarter. what company within the past year has. the more important thing to look at is EPS you fool!!! orcl's eps numbers will equal or exceed that of last years 1st quarter. they are making the same amount of money. no tech company can say that and they are doing it by reducing complexity using their own software you fool.
eventually, orcl's message will get out. reuters is going to roll out 11i financials, crm, scm in the future. in your mind they are giving the stuff away. explain to me how if they give stuff away their eps numbers are remaining steady? they can't.
so, what i am getting at is this. orcl's success will eventually be sunw's. in fact, todays merger between hp and cpq is all about the enterprise sector. they did not hook up to compete against dell but to go against sunw and ibm. since best of breed is all but dead, the only integrated suite, at this time, is orcl's. sap will develop one over time. regardless, the enterprise sector will dominate over the next decade and orcl/sunw will be major players. hp, cpq, dell, msft do not have a product lineup and companies like sebl, cmrc, arba, itwo, etc. do not have the resources to compete with orcl.
talk to me in a year when the ceo's realize that profits really do matter.
rocky. |
