Investopedia: Oracle Has It All Together

Normally, there is a trade-off in technology stocks - the bigger the company, the less impressive the growth. In those cases, investors tend to look to the larger companies as more secure and more conservative plays on basic tech spending trends, while the smaller, riskier names post the exciting growth. 

Somebody forgot to send that memo to Oracle (Nasdaq:ORCL). Oracle often gets criticism for being too aggressive with deals (and paying too much), and not sharing enough cash with shareholders, but the Oracle formula seems to be working quite well right now. 

A Very Good Fiscal Third Quarter
It is hard to find much to fault in Oracle's third quarter. Revenue jumped 36% from the year ago level and ticked up 1% on a sequential basis. Growth was led by a very strong result in license revenue, up 29% (11% sequentially) on strong growth in both apps and database. Hardware and services were not so impressive, though, and both declined. 


To read the full piece, please click on the link:
http://stocks.investopedia.com/stock-analysis/2011/Oracle-Has-It-All-Together-ORCL-CRM-RHT-IBM-SAP0328.aspx