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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Secret_Agent_Man who wrote (173611)6/18/2002 4:31:50 PM
From: reaper  Read Replies (2) of 436258
 
haven't looked VERY closely at the Oracle report, but revenue looks very strong relative to what people were expecting. cash generation looks good as well. balance sheet looks in good shape, with OK receivables and a nice increase in deferreds. i don't know what if anything this means for the rest of tech, but on the face of it this is actually a pretty good and clean #.

Cheers
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