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

To: Mo Chips who wrote (7482)	6/17/1998 11:12:00 PM
From: Warren Gates	Read Replies (1) \| Respond to of 19080

According to the report license revenues only grew 10%. Americas database revenues led the way with 24%. Assuming an overall growth of 20% database license revenues, with applications accounting to roughly 20% of total license, growth in it must have slipped real bad by about 30% from the previous year. SAP is eating Oracle's application lunch, but at the same time giving back dessert to Oracle through increased database sales.

To: Mo Chips who wrote (7482)	6/18/1998 9:27:00 AM
From: Mark Finger	Read Replies (3) \| Respond to of 19080

>>Overall license revenue was up only 10% quarter over, so if DB >>license is up 17%, and app licenses up 58%, what declined or brought >>overall licenses growth down? Unless they say specifically "license", assume they also include "service" revenue in "sales". Since service sales are increasing much faster, that is why the problem with the numbers. Also watch out for the geographic distribution of sales. They are publically only talking about North American licenses, and do not want to give out low or negative growth Asia and European numbers. The key for balanced analysis is to note what they do not talk about.