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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: Bipin Prasad who wrote (13716)4/19/2000 10:52:00 AM
From: WTSherman  Read Replies (1) | Respond to of 19080
 
<Look at their rev from software.
FLAT!!!<

Bipin, I agree that IBM isn't much of threat to ORCL. However, I think the software license revenue number is misleading. It includes all of their software revenues, the majority of which is made up of mainframe software. The numbers were very weak in the aftermath of Y2K lockdowns. I don't know what their DB2 numbers were like for Q1, but, they had been on a strong uptrend.


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