Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 145.61

-5.8%

1:08 PM EST

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To: zc66 who wrote (7666)	6/25/1998 11:00:00 PM
From: Peter Singleton	Read Replies (2) of 19080

Zc66, I think you may be confusing Oracle's reported Applications business revenue with their Applications license revenue. Apparently PSFT has passed Oracle in Apps license revenue, at least according to what some folks assign to this category to get an apples to apples comparison. Of course, with such a hefty applications services business, Oracle's overall apps business is greater than PSFT's revenues. But it's clear ORCL's apps business is in serious trouble. - my understanding from the Q4 con call was that apps license revenue for the quarter was flat year to year (overall apps business including services was up, however) - leading competitors license revenue is growing very fast, as is the overall market. not a good time to have flat license sales. - applications services are a lower margin business than applications licenses - applications services for Oracle are primarily driven by previous periods license sales. License sales dry up, services dry up after a lag. How much of this is product transition issues? How much of this is management and organizational focus, and will that (can that) be fixed? I don't know. Peter

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