SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: lml who wrote (15288)2/13/2001 5:05:25 PM
From: Adam Nash  Read Replies (2) | Respond to of 19079
 
Sounds good to me, as I said, I am long both ORCL and CSCO. Right now, I see CSCO having better 5-year revenue growth, but I see ORCL with better margins.

That's the way it should be, hardware vs. software, anyway.

I was just trying to explain the reason the slowdown in IT spending evidenced by CSCO was carrying over to ORCL.

They are very different companies, but their customer bases have significant overlap. It's a very macro way to look at the world.

So, when does ORCL report? A month from now?



To: lml who wrote (15288)3/4/2001 7:08:55 PM
From: Adam Nash  Respond to of 19079
 
Looks like the correlation between what CSCO reported and what ORCL saw did turn out to be pretty strong.

Strong enough to get us an earnings warning.

I am surprised at the sharp decline - I would have thought most people were pricing in a miss by now.

- Adam


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News