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i'm starting this thread as place to discuss the short opportunity that's SCREAMING at us. i noticed today that cnet is running a very interesting piece about oracle on cnet's top page
it's focused on negative things in oracle's books that don't bode well for the future. when you think about MSFT breathing down ORCL's neck in the database and tools markets *and* ORCL is getting niched to death by its partners like Peoplesoft, it seems they are stuck behind a rock and a hard place. this latest earnings report is a mirage. i don't believe for a second that they are turning things around.
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