Oracles Fiscal 4Q: A Yellow Flag?
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| Oracle did not talk much about “new software license revenue.” It said it
| grew that segment more slowly in fiscal 4Q than the fiscal year overall;
| one might have expected the opposite given the Hyperion acquisition.
| And I heard no mention of the Red Hat Linux knockoff program...
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http://biz.yahoo.com/seekingalpha/070628/39622_id.html?.v=1
It seems like Red Hat is still reaping all the benefits, with revenue that
surged 42%, according to yesterday's financial report.
Still, Oracle does well with Linux on almost all of their servers (not
necessarily Oracle's Linux).
Oracle shares higher as profit jumps 23%
http://www.marketwatch.com/news/story/oracle-stock-gets-lift-profit/story.aspx?guid=%7B7BC99584-6EEB-420B-A15E-670A470E4824%7D&siteid=yhoof#7867411883134247404
MySQL is still doing _extremely_ well (IPO coming), so the losers here might be
some smaller players.
Related:
Gartner gives Oracle increased edge over IBM in database market
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| According to Gartner, Unix and Windows continued to be the most popular
| operating systems for relational databases, accounting for 34.8% and 34.5% of
| the market, respectively. Linux remained in third place with 15.5% of the
| market, although Linux-based revenue jumped 67% from its 2005 level.
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http://www.computerworld.com/action/article.do?command=viewArticleBasic&articleId=9025203&intsrc=news_ts_head#9112423594510682893
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