Neil Herman
Neil Herman
database expect fourth growth highs hoped license major next reach revenue slip
After a slip up in the fourth quarter, database license revenue jumped through the roof, while applications license growth did not reach the highs we had hoped for. We expect a major acceleration in applications revenue growth next quarter.
discount earnings huge last next six stock traded trading
The stock is now trading at 42 times next year's earnings estimates, a huge discount to where it has traded over the last six months.
believe blew indicator license revenue
Most importantly, PeopleSoft blew away the license revenue number, which we believe is the more important indicator of a turnaround.
entire major pc
I think for the entire sector, the $1,000 PC is really going to be a major driver.
believe clearly conference given good move oracle overall pressure quarter represents results sector software solid spur upbeat
Given our expectations of a solid quarter and an upbeat conference call, we believe Oracle represents a good near-term play. If we are right, Oracle's results could spur an upward move in the overall software sector as a whole, a sector that has clearly been under pressure lately.
believe chances consensus estimates hitting oracle quarter
We believe that the chances of Oracle hitting consensus estimates for its May quarter are low.
although conditions early environment given oracle prove quarter strong tough unusually weak worry
Although it's still early in the quarter, we worry that what is typically a strong quarter for Oracle could prove to be unusually weak given the tough U.S. macroeconomic environment and potentially weakening conditions in International markets.
compound guidance oracle results running serve software sold sun weak
Apparently, more Sun servers are sold running Oracle software than anything else. Weak results and guidance from Sun only serve to compound our near-term worries.