Friday, March 23, 2007

Oracle’s Strong Quarter and the Case of the Purloined Passwords | AMR Research

Oracle’s Strong Quarter and the Case of the Purloined Passwords | AMR Research

My initial plan for this week’s First Thing Monday was to analyze Oracle’s 3Q07 results. While the third-quarter performance was the strongest in more than five years, the financial news was overshadowed by the company’s news that it is suing archrival SAP, alleging “corporate theft on a grand scale.” Here’s our analysis of both.

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