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To: Lizzie Tudor who wrote (53589)4/5/2003 5:52:53 AM
From: rkral  Read Replies (1) | Respond to of 64865
 
OT ... Lizzie, re "(one reason for Oracle's decline in apps was their unwillingness to issue stock options imo ...)"

Oracle reported $1 Billion option expense total for FY01 and FY02 (after-tax per SFAS 123). That was 21% of GAAP net income.

Stock options were obviously issued to some.

Ron



To: Lizzie Tudor who wrote (53589)4/5/2003 8:46:20 AM
From: cfimx  Read Replies (1) | Respond to of 64865
 
ellison is very good at big picture stuff. and he has it right here. its very difficult to make a buck in software or ANY tech, without a defendable moat.....


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