Oracle has been and is a database company, and that's where the focus should stay for now.
More Quotes from Charles Bona:
I think that the fluctuations are going to be very hard for the individual investor to keep up with. But our feeling is that Microsoft is a compelling software story at these valuations, and we have an 'outperform' on the stock. Buy-and-hold is a good strategy here.Charles Bona
We estimate that organic growth of this company is about 10 (annually) and they've targeted 20 annual growth over the next five years. There are a lot of acquisitions built into that.
Charles Bona
This is still a company that is extremely profitable. What people are worried about is whether that ever flows through ... to the benefit of shareholders, or does the company spend that money.
Charles Bona
People should not be overwrought about the unearned balance.
Charles Bona
I think people were disappointed in the database number.
Charles Bona
We expect some investors to look for clarity on what Microsoft's dividend plan looks like going forward.
Charles Bona
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