Even with the shortfall on the hardware biz, Wall Street remains bullish on Oracle license revenue grew by 19%. And, as usual, a lot of commentary – ranging from “Wake Up, Oracle” messages to “Why is Oracle Undervalued”.
Just some interesting catch-up reading.
Oracle Fusion pricing: welcome to the old world
How Good Are Oracle’s Quarter Results Really?
Analysts bullish on Oracle despite surprise drop in hardware sales
Analysts unfazed by Oracle’s hardware shortfall
Application Consolidation — Where the Real Savings Is
10 Reasons Oracle Is at Least 25% Undervalued