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Oracle (ORCL): FQ4 EPS of $0.75 beats by $0.04. Revenue of $10.78B (+12% Y/Y) beats by $0.04B....

Oracle (ORCL): FQ4 EPS of $0.75 beats by $0.04. Revenue of $10.78B (+12% Y/Y) beats by $0.04B. Shares -6.3% AH. (PR)

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Comments (10)
  • vmetla
    , contributor
    Comments (69) | Send Message
     
    Beats estimates, still stock down 6%+ in AH..
    23 Jun 2011, 04:30 PM Reply Like
  • montanamark
    , contributor
    Comments (1446) | Send Message
     
    some support 29.62ish

     

    someone must have heads up about conf call
    23 Jun 2011, 04:31 PM Reply Like
  • LuckyPick
    , contributor
    Comments (740) | Send Message
     
    buy the rumor and sell the news here?
    23 Jun 2011, 04:37 PM Reply Like
  • Joe Morgan
    , contributor
    Comments (1559) | Send Message
     
    I am buying if it drops below $30...
    23 Jun 2011, 04:43 PM Reply Like
  • vmetla
    , contributor
    Comments (69) | Send Message
     
    May be the P/E is too high ??

     

    ORCL - 21.53

     

    IBM - 13.94
    HPQ - 8.64
    AAPL - 15.79
    GOOG- 18.65

     

    Source - Google Finance
    23 Jun 2011, 05:02 PM Reply Like
  • WisPokerGuy
    , contributor
    Comments (1009) | Send Message
     
    This stock is just a victim of a bad market environment in which any perceived weakness is pounced upon by the bears.

     

    ORCL beats on the top... ORCL beats on the bottom... They are crushing their competition (ie HPQ and SAP)... So the stock drops 5%. Huh??? Does that make any sense? No!

     

    Buy this dip because ORCL is well positioned moving forward and this drop is a gift for the stout hearted.
    23 Jun 2011, 06:07 PM Reply Like
  • heartalone4u
    , contributor
    Comment (1) | Send Message
     
    I don't understand why the stock is going down in after hours after beating the estimates. Can anyone explain the logic?
    23 Jun 2011, 07:05 PM Reply Like
  • rgreentee3
    , contributor
    Comments (3) | Send Message
     
    What did I miss. I didn't hear the guidance, but the numbers seem good. Gross Margins, revenue and licensing all look strong. Will the bloodbath in the after hours continue in the morning?
    23 Jun 2011, 07:09 PM Reply Like
  • cfourmay
    , contributor
    Comment (1) | Send Message
     
    Some people think that because their hardware sales are down that 6% and because they didn't CRUSH the estimate that they should sell sell sell.
    The truth is; software and licensing is the main business for Oracle. They are outgrowing IBM hand over fist. Oracle is selling hardware at a with a high margin (relatively expensive) and it lasts longer. But the trick is they sell licensing and technical support with that hardware and that is where they make the big profits.
    POINT BEING: The people that sold just do not understand this company's fundamentals.
    23 Jun 2011, 11:51 PM Reply Like
  • Chris Lau
    , contributor
    Comments (2485) | Send Message
     
    ORCL has Hurd. I see this as a market adjustment and in the long-run ORCL will move up. ORCL should not be compared to HPQ, IBM, etc.
    24 Jun 2011, 12:25 PM Reply Like
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