> I don't get why we can all safely ignore the "pricing pressure"
> warning from Oracle.
It wasn't a "warning", it was the sort of boilerplate that
appears in 10-Q's for every company that is there to satisfy
lawyers. It has been in 10-Q's for at least 2 years, according to
a posting *today* on this thread.
> So what if it was also issued a couple of other times? This,
> apparently, makes the third time this warning is being given,
> making it even more worthy of our attention.
No, it is at least the fourth time that it has appeared in a
10-Q.
As to whether you should "ignore" the statement or not, that's
your call. But you can't expect it to be treated as news by those
of us that actually follow this sector. Oracle's stock has been
depressed for quite some time because of concerns about
competition (and Oracle's ability to meet that competition).
> This is not a false story. We can't call Oracle and get them to
> deny it. I mean, what are they going to say? Maybe, "Oh, that's
> bogus dude, we just throw that in our reports sometimes, don't
> pay any attention to it. It's meaningless."
I don't recall that anyone said that it was false, just that it
wasn't "news". That is, there is nothing different about this
report than there was about any others. All of the 10-Q's for any
company that I have ever looked at contain dire scenarios that,
if you believe them, means that you shouldn't invest in the
company. Some people on the list who are in a position to
contribute facts about possible price cuts (I am not one of them)
have indicated that so far all evidence is that prices aren't
being cut. My only information in this regard is a recent rumor
that MSFT is-or-was raising prices for SQL Server because that
division needs to make more money, but I know of no way to
confirm that rumor. |
