Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 248.15

-3.8%

Nov 4 3:59 PM EST

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To: Sr K who wrote (18836)	7/20/2006 4:59:38 PM
From: Hardly B. Solipsist	Read Replies (1) of 19079

They do buybacks fairly steadily. SAP admitted recently that ORCL was gaining marketshare against them in applications, and the database business remains strong and VERY profitable. ORCL has gone from a joke to a market leader in app server business in recent years, and given how lousy SAP's products are, I see no reason why ORCL can't do the same thing in applications. Of course the reason SAP is the leader at the moment is that ORCL's applications engineering and products were awful (even worse than SAP's) for many years. But part of the ORCL strategy in apps is to buy the best products and people they can get and turn things around. It's the same thing that they did in the app server business, although on a vastly greater scale, and so with much greater risk. Anyway, I think that the stock is moving up because enough people are starting to believe in the strategy. I know people at ORCL, and they've been quite surprised with how smoothly the mergers have gone (on the engineering level -- I only know engineers there), which I see as a good sign for them.

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