Last month, Oracle's(ORCL) chief executive, Larry Ellison, said that he anticipates business will get worse before it gets better. So there shouldn't be any question that the company is experiencing a marked slowdown in software sales. But does this mean that investors should write off Oracle altogether? Not at all.
The answer's flexibility. With its deep pockets, Oracle can afford to reduce prices and make deals in order to move inventory and maintain its market position. It can also afford to plunk down a quarter-billion dollars every three months for R&D. Few other players in this space can make that same claim.
The bottom line is that Oracle's management team, technology and business plan are sound. Over the long haul I have little doubt that when this cloud of uncertainty lifts, the Oracle shareholder will be richly rewarded for his patience.>To order reprints of this article, click here: Reprints
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