Oracle Corp (ORCL) 14.84 -0.16: -- Update -- Added detail for fiscal Q4 results: license revenue
growth -10% yr/yr; server growth flat; applications business -24% (coming off tough comparison
period)... Geographically, notes sales in U.S. were down 8%; up 2% in Europe on dollar basis and 9%
in local currency; up7% in Asia-Pacific on dollar basis and 20% in local currency... DSOs flat with the
yr-ago period at 67... ORCL +1.29
Oracle Corp (ORCL) 14.84 -0.16: -- Update -- On call, notes that there are no guarantees at this
time, but that it is cautiously optimistic... expects Q1 license growth to be flat and EPS to be flat at
$0.08 (consensus is $0.08); however, dangles carrot that there might be more room for upside in those
estimates than downside based on its pipeline and field conversations... this is a turn from the guidance
provided for fiscal Q4 when it suggested there was more room for downside than upside... ORCL
+1.26
Oracle Corp (ORCL) 14.84 -0.16: -- Update -- On conference call, says that there is less demand
and less visibility for third quarter in a row but it feels like it hit bottom in fiscal Q4.... encouraged by
Fed's actions, tax cuts, more confidence among business executives, a smarter sales force that knows
how to sell in current environment, less stringent dot-com comparisons in Q1 and Q2, its solid customer
base, and the successful launch of its 9i database and application server... ORCL +1.12 |
