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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: yard_man who wrote (173616)	6/18/2002 4:50:54 PM
From: reaper	Read Replies (1) of 436258

sequential increase in revenue makes sense, but only because its Oracle. May is their fiscal Q4, and the whole business (comp plans, etc) are alligned around getting a big Q4. note that yr-yr revenue is down pretty large. the thing to watch will be how much did they borrow from Q1 to make this Q4 number; that said, if you look at the usual leading balance sheet indicators like receivables and deferreds and cash, they look OK so at first glance it looks like a good clean quarter put up by the most aggressive software company on planet earth. i don't know how selling of investments could be put into revenue. also note that Jeff Henley, the CFO, is a conservative guy (at least as tech CFOs go) and given the management exodus that has gone on at Oracle in the last 2 years there's no way he'd still be there if the books were anything but squeaky clean. Oracle just doesn't have to stoop to bull-sh8t like that. there will be some hand wringing over the license break-out between database and applications, as well as what is going on with market share, but overall this looks like a good quarter, very good considering the environment in which they are operating. Cheers

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