I tend to agree more with DiBona seeing a 20% decrease in application sw revenue vs. Murphy who sees a 7% rise. Amazing how different their projections are.
By the way I have no position in ORCL or PSFT right now. I'm hoping the earnings are received poorly and PSFT goes down in sympathy so I can pick up some more PSFT at $16 - $17.
If I'm wrong and ORCL blows out their earnings, I have no position.
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