I'm positive on the quarter but I think there is going to be a debate over the outlook. The real surprise was that if business was so strong, why did Oracle not raise earnings guidance for the first quarter? |
People were pleasantly surprised with the application license number this quarter so this puts to rest a lot of concerns. |
The marketplace has become more sophisticated, so developers are becoming more responsive. |
The overwhelming empirical evidence of current residence of retirement villages is that they don't go in at early ages. The majority go in middle-to-late 70s. |