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Technology Stocks : Oracle Corporation (ORCL)
ORCL 189.97-4.5%Dec 12 9:30 AM EST
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To: Richard Habib who wrote (12748)12/14/1999 7:35:00 PM
From: John Wright  Read Replies (1) of 19080
 
Richard, thanks for your revenue analyis on your earlier post. It's nice to see some detailed analysis wedged in between some of the carte blanche hype and cheerleading.

I generally agree with your less than stellar view of the quarterly results. i.e. the largest portion of the ORCL revenue pie(60%) declined 40% year over year in the quarter while the second largest portion (28%) only grew at 17%. The smallest portion, apps (7%), at 31% seems impressive but big rates on a small pieces of the total revenue pie are not the drivers. Given the hype around CRM, Strategic procurement and e-Business I was expecting at least 40-50% here.

I too am very much interested in hearing Jeff Henley's comments on the CRM and Strategic procurement apps growth rates during the quarter. Last quarter I believe that segment of their business actually declined over the previous quarter. 31% vs 45%?? What was the growth rate this quarter? Some comments on the state of their apps hosting Business On-line would also be worthwhile.

Thoughts, opinions, anyone?
John

P.S. For the record and objectivity I liquidated all of my
ORCL positition at 45 two months. So my comments above
should be judged in light of this.
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