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Stuart Schaeffer » Comments » ORCL

  • Oracle Cheaper Than Ever Following Earnings Disappointment  [View article]
    Agreed that Oracle missed on sales - but come on...it doesn't deserve a low p/e of 20.05 (as of Monday 3/31/08). And with such a great roe of over 27? No way. Such a steal at this price.

    Oh, and its moat is that its horrendously difficult for businesses to migrate from one database application to another. This means Oracle has built in revenue streams for the future.

    Combine this issue with the fact that Oracle's databases' are going to become more and more complex in the future - and the fact that these databases will be used even more - and it means that ORCL is a strong buy at this time.

    Regards,

    Staff at Today’s Value Investor
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    Mar 31 13:55 pm |Rating: +1 0 |Link to Comment
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