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Re: madrose1 post# 444070

Thursday, 12/15/2005 6:26:33 AM

Thursday, December 15, 2005 6:26:33 AM

Post# of 704049
Oracle-ORCL EPS could lift from hidden value of Apps biz & inc mkt share-Neut@MLCO

The firm told clients that ORCL's Apps unit could help reverse market share losses to SAP and support a $15-$20 share price. If ORCL increases Apps market share, the broker believes CY06E EPS could rise to 97c from 85c and result in an increased multiple.



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