For Discussion:.....ORCL
- From: ausound <ausound@xxxxxxxxxxx>
- Date: Tue, 15 Apr 2008 00:54:59 -0500
..
orcl
P/E (ttm): 20.91
PERIOD ENDING ....Feb-08......Nov-07 ....Aug-07 .....May-07 ....Feb-07
Retained Earnings.8,368,000 . 7,478,000 . 6,619,000 . 6,223,000 .
5,511,000 <===
Total Revenue ....5,349,000..5,313,000 .4,529,000 . 5,829,000 . 4,413,000
Sale (buy) Stock..(132,000). (128,000) ..(213,000) ..(764,000)..
(879,000) <<===
Net Borrowings ....0..........(1,000).(1,361,000)..1,836,000 . (167,000)
..
Qtrly Revenue Growth (yoy): 21.20% <----V. Good
Qtrly Earnings Growth (yoy): 29.70% <----V.Good
Total Debt (mrq): 6.24B <---------29% of revenue... too high
..
Shares Short (Feb08): 37.28M
Shares Short (as of 11-Mar-08): 38.88M
Short % of Float (as of 11-Mar-08): 1.00%
..
Oracle Corporation, an enterprise software company, engages in the
development, manufacture, distribution, servicing, and marketing of
database, middleware, and application software. The company operates in
five segments: New Software Licenses, Software License Updates and
Products
Support, Consulting, On Demand, and Education. The New Software Licenses
segment provides licenses for database and middleware software, including
database management software, application server software, analytics,
development tools, and collaboration software; and applications software,
which provides enterprise information for the financials, human
resources,
maintenance management, manufacturing, marketing, product lifecycle
management, procurement, projects, and supply chain planning sectors. The
Software License Updates and Products Support segment provides customers
with rights to unspecified software product upgrades and maintenance
releases, and Internet access to technical content, as well as Internet
and
telephone access to technical support personnel. The Consulting segment
designs, implements, deploys, and upgrades database, middleware, and
applications software. The On Demand segment provides multifeatured
software and hardware management, and maintenance services for clients
deploying its database, middleware, and applications software. This
segment
also provides support centers, assistance, technical account management,
configuration and performance analysis, personalized support, annual
on-site technical services, and other related services. The Education
segment offers online courses and self paced media training on CD-ROMs.
The
company distributes its products and services to resellers, system
integrators/implementers, consultants, education providers, Internet
service providers, network integrators, and independent software vendors.
Oracle Corporation was founded in 1977 and is headquartered in Redwood
City, California.
--------------
..
FROM THE 10Q QUARTERLY REPORT:
Over the past four fiscal years, we have acquired PeopleSoft, Inc., a
provider of enterprise applications software products; Siebel Systems,
Inc., a provider of customer relationship management software; Hyperion
Solutions Corporation, a provider of enterprise performance management
and business intelligence software; and others.
On January 16, 2008, we entered into (Merger Agreement) with BEA
Systems, and BEA will become a wholly owned subsidiary of Oracle.
The estimated total purchase price of BEA is approximately $8.6 billion.
We expect that the BEA acquisition will close in our fourth quarter of
fiscal 2008, s
On March 26, 2008, BEA and Oracle submitted a pre-merger notification
filing to the European Commission;
has set a provisional deadline of April 30, 2008 for determining whether
further review of the proposed merger will be required. In addition, BEA
has scheduled a meeting of its stockholders on April 4, 2008 to vote upon
the proposed merger
----------
Excluding the effect of currency rate fluctuations, database and
middleware revenues grew 12% in the third quarter of fiscal 2008 and 16%
over the trailing 4-quarters as a result of increased demand for our
database and middleware products as well as incremental revenues from
acquired companies. Hyperion products contributed $22 million, Stellent
products contributed $9 million and other recently acquired products
contributed $5 million to the total database and middleware revenue
growth in the third quarter of fiscal 2008.
----------
New software license revenues earned from transactions over $0.5 million
grew by 25% in the third quarter of fiscal 2008 and increased from 41% of
new software license revenues in the third quarter of fiscal 2007 to 44%
in the third quarter of fiscal 2008.
-----------
Acquisition related and other expenses decreased during the third quarter
of fiscal 2008 due to lower in-process research and development expenses
and a $57 million gain that was recognized on a property sale in December
2007
-----------
During the second quarter of fiscal 2008, our management with the
appropriate level of authority approved, committed to, and initiated the
Oracle Fiscal 2008 Restructuring Plan (2008 Plan) as a result of certain
management and operational changes that are intended to improve
efficiencies in our Oracle-based operations. The total estimated costs
associated with the 2008 Plan are approximately $64 million and are
primarily related to employee severance. The majority of these estimated
costs are expected to be incurred over the course of calendar 2008. Our
estimated costs are preliminary and may be subject to change in future
periods. We incurred restructuring expenses of $8 million and $14 million
during the third quarter and first nine months of fiscal 2008,
respectively, pursuant to the 2008 Plan
-----------
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http://stockcharts.com/charts/gallery.html?orcl
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entry : $16.25? [gap at $17.50] $15.90/15.75=10yr support
.
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