| Oracle Beats Expectations - Share Price Drops |
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| Tuesday, 21 March 2006 | |
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I ran across this article on Slashdot today. Even though Oracle posted great numbers for the last quarter and beat analyst expectations by a penny, the stock price actually dropped. Why the disappointment? Skeptics have two main concerns over Oracle these days. One focuses on its ability to integrate some $18 billion worth of company purchases. The other questions how swiftly Oracle can grow its business in databases, which help corporations manage ever-increasing volumes of computerized information. This business accounts for three-quarters of company revenue. Neither doubt was fully assuaged this go-round. There seems to be concerns about how Oracle's acquired companies are performing compared to how they were performing while they were autonomous. And Oracle's database business, it's great advantage over SAP, is suffering from slow growth as customers evaluate free, open source alternatives. |
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| Last Updated ( Tuesday, 21 March 2006 ) |
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