Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 142.15

+4.2%

9:41 AM EST

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To: zc66 who wrote (7580)	6/20/1998 12:32:00 PM
From: Peter Singleton	Read Replies (2) of 19080

I'm surprised there hasn't been much discussion of the analyst's conference call (available on RealAudio on the Oracle website). I don't follow Oracle that closely anymore, but it seems like the news boils down to the following: - DBMS license growth has slowed dramatically in FY98, into low double digits, with no signs of increasing - application license revenue growth has been inconsistent in FY98, and Q4 license revenue growth was flat year to year, in a market that's been growing mid-double digits - services revenue growth continues to be extremely robust, but the service revenue opportunity is in large part a function of previous period license sales. As much as I like Oracle, and I do think the management is superb (Lane, Henley, Shaw) ... I can see why the Street has a hold on the stock right now. Peter

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