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Some enterprise software names are rallying in the wake of Oracle's (ORCL +3.4%) FQ2 beat, which...

Some enterprise software names are rallying in the wake of Oracle's (ORCL +3.4%) FQ2 beat, which was fueled by strong software license sales. VMW +3.7%. WDAY +2.9%. SPLK +2.6%. INFA +2.2%. JIVE +3.5%. Also, Mellanox (MLNX +4.9%) is getting a lift from the strong performance of Oracle's engineered systems business. Oracle noted on its earnings call its app license growth was north of 30%. Goldman estimates total license growth received a 600 bps boost from acquisitions, but is still impressed.
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