Neil Herman
Neil Herman
believe chances consensus estimates hitting oracle quarter
We believe that the chances of Oracle hitting consensus estimates for its May quarter are low.
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.
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.