Skip to main content

NEW YORK (TheStreet) -- Tuesday's somewhat "disappointing results" from Apple (AAPL) - Get Free Report are being hotly discussed, despite the quarter showing annual improvement of 20% for both revenue and profit.

I am reminded that another tech giant,


(MSFT) - Get Free Report

, didn't fare much better after having reported its first-ever quarterly loss.

Dominant technology companies create pride in knowing they have figured out something better than anyone else. While it's a great feeling, it also means that they have to constantly look over their shoulders worrying that someone is trying to put you out of business.

In some respect, this level of paranoia impacted both companies. We can look back and say perhaps, Apple should not have announced the iPhone 5 so early -- I think that cannibalized some of its revenue.

Likewise, Microsoft's

$6.3 billion write-off

contributed to its quarterly loss.

But as I've said recently, does anyone really think that either Apple or Microsoft is on the verge of suffering a horrible death? That answer would be no.

Standing for Oracle

Both examples do serve to highlight the achievements of other technology giants such as


(ORCL) - Get Free Report

. Oracle has not only avoided similar missteps, it has executed flawlessly to maintain its enterprise lead while pioneering a cloud transition.

However, unfortunately for Oracle, its consistent performance has gone ignored and it has become apparent that the company's solid performances have become "routine." It is being punished for being great at what it does. For that I think it is owed an apology.

As with Microsoft, which has had to deal with its own levels of disrespect due to increased competition in the consumer markets, Oracle struggles with the negative perception due to the new Wall Street flavors of the month, names that include

(CRM) - Get Free Report



(VMW) - Get Free Report


While these are good companies in their own right, what gets lost is that Oracle offers enterprise services that many of the new cloud names can't compete with -- particularly in the area of business intelligence.

Additionally, in response to rivals such as and


(SAP) - Get Free Report

that have acquired

Buddy Media



respectively, Oracle's list of acquisitions include








and most recently

Collective Intellect

, a social media monitoring firm rumored to have been acquired due to the growing popularity of social media sites such as




(FB) - Get Free Report


For Oracle, what is impressive about these purchases is that they span various industries with strategic levels of expertise including data analytics, clinical trial, human resources and even social media. Clearly the company plans to leave no stone unturned.

Bottom Line

It seems when discussing the prospects of the enterprise as well as the cloud, things continue to appear upside-down -- particularly on Wall Street. What's more, investors have become too quick to ignore Oracle's strong cash position, deep market penetration and its innovative strategies, all of which have catapulted the company to the No. 1 database name within the enterprise.

However, whether with its cash or with innovation, the company plans to remain a player within the enterprise and has no interest on conceding a victory to anyone -- regardless of what Wall Street thinks. On this basis I expect the company to emerge as a force within the cloud sector, eventually dominating for years to come. Even more impressive is the fact that it can accomplish this without having to change or alter what it already does well.

Follow @rsaintvilus

At the time of publication, the author was long AAPL.

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.