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

To: zc66 who wrote (7118)	5/12/1998 4:37:00 PM
From: syborg	Read Replies (2) \| Respond to of 19080

Earnings will probably be ok. The concern I have is related to margin. In order to maintain license growth I would suspect that sales margin will have to decrease. The trend to watch out for IMHO is license revenue growth and sales margin decline. Even with that said, one should expect services to continue increasing since that is the sector trend. Apps revenue growth is a big factor which can swing earnings either way. If ORCL apps are growing, are partner contributed license sales decreasing? Or is it still to early for this "misguided bite the had that feeds you" strategy to start impacting earnings? syborg