Neil Herman Results Quotations

Given our expectations of a solid quarter and an upbeat conference call, we believe Oracle represents a good near-term play. If we are right, Oracle's results could spur an upward move in the overall software sector as a whole, a sector that has clearly been under pressure lately.

Apparently, more Sun servers are sold running Oracle software than anything else. Weak results and guidance from Sun only serve to compound our near-term worries.