might put a somewhat more favorable spin on the news and give investors some more tangible basis for optimism. |
Most of us thought that [earnings per share] would be 64 cents, so clearly, much better than expected, |
Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant. |
Oracle has an August quarter, so we are more compelled to cut estimates now. Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant. |
Oracle may benefit from its presence as an Internet infrastructure provider as its applications and databases become more Internet centric. |
significant bad news may likely already be reflected in the stock. |
The appeals court has twice overturned the judge in this case, so I think investors are optimistic that this case could be significantly modified or overturned on appeal. |
The big cloud on the horizon has been the Department of Justice lawsuit, |
The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter, |
The company remains comfortable with our revenue and EPS estimates of $5.65 billion and 41 cents for the September quarter. |
The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector, |
The macro economy in the U.S. is moving in the right direction, but it is taking longer to gain traction in the tech sector. |
The quarter was pretty much in line, but despite all the hoopla the Xbox sales turned out to be better than we thought. |
The results were above our estimates, which had been reduced during the quarter given evidence of slowing PC demand. |
The stock had been at about this level just a month ago, and I think this is going to continue to be a damper, at least for the next three months or so. The news doesn't look like it's going to be good for a while. |