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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: alydar who wrote (18867)12/27/2006 12:58:39 PM
From: Hardly B. Solipsist   of 19079
 
I think that there is a public (by that I mean analysts and some other investment professionals) perception that Ellison isn't trustworthy. It's clear from analyst questions that even after all this time most of the people asking questions don't understand how Oracle makes money (they obsess about new license growth as if revenues will stay flat with flat new license revenue). They also keep harping back to earlier predictions by Ellison (such as the NC) as if he was "wrong", when the only errors were their characterizations of his predictions. So since the move into applications was his idea, I guess they think that it's going to fail, too. They aren't paying attention to what I think is an interesting difference between Oracle buying (for instance) SEBL and the CA takeover of Ingres. When Oracle bought SEBL, they bought the facility that the engineering staff used (that was a big expense in the previous quarter that affected cash flow). When CA bought Ingres, most of the engineers quit (I think that it was the next day) when they discovered what that meant (and a lot of the best of them came to Oracle). Oracle isn't just buying customers and market share, and the strategy isn't a total failure...
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