Replies to post #444070 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

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.

[Zeev Hed]

Good...how far do you think it goes this time? GILD, so far a very mild reaction, I think the run to $54 yesterday was due to early leak of that upgrade.