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Technology Stocks : Oracle Corporation (ORCL)
ORCL 142.82+4.6%Feb 6 9:30 AM EST

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To: Mo Chips who wrote (7482)6/17/1998 11:12:00 PM
From: Warren Gates  Read Replies (1) of 19080
 
According to the report license revenues only grew 10%. Americas database revenues led the way with 24%. Assuming an overall growth of 20% database license revenues, with applications accounting to roughly 20% of total license, growth in it must have slipped real bad by about 30% from the previous year.

SAP is eating Oracle's application lunch, but at the same time giving back dessert to Oracle through increased database sales.
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