Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 207.71

+3.3%

Dec 3 3:59 PM EST

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To: Bipin Prasad who wrote (9820)	3/11/1999 2:30:00 PM
From: Doughboy	Read Replies (1) of 19080

I just read the Merrill Lynch earning preview on ORCL. The report is subtitled: "3Q Upside Margin Surprise?" ML is sticking to .19, but believes that no one has figured out how fast ORCL is growing its net margin and it's quite possible that ORCL will surprise everyone. All segments are growing well. Database licensing is growing at 18%; Apps revenue is growing at 18.5%. Revenue is growing 25%; EPS is growing 35%. ML believes that undue focus is being paid to apps since it only makes up 8% of Oracle's revenue. The compares will be very easy over the next 6 mos. for the apps segment, so expect Oracle estimates to rise. ML says they will review their rating on ORCL following the Q3 report today. The report basically implies that we should expect an upgrade if Oracle shows an upside surprise on margin. Doughboy.

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