John Paczkowski

Recent Posts by John Paczkowski

What Was That You Were Saying About Oracle's Worst Quarter in 15 Years?

Well, JMP Securities analyst Patrick Walravens’s assessment of Oracle’s business these past few months was about as wrong as wrong can be, wasn’t it? In early March, Walravens predicted the company’s February quarter would be an abysmal one. “Our due diligence suggests that the February quarter was, in some respects, the worst Oracle has experienced in over 15 years,” he said. “The tone of the commentary from our industry sources regarding new license revenue is the worst we have ever heard.”

Two weeks later the company posts better-than-expected results for that quarter and announces a dividend–its first ever. So much for Walraven’s worst-quarter-in-15-years prediction.

So what did the analyst have to say for himself in light of Oracle’s report? “It surprised me in almost every way,” he told MarketWatch. “[It] doesn’t square with what you hear from people in the industry.”

Well, it certainly doesn’t square with what we were hearing from you, Patrick…


Twitter’s Tanking

December 30, 2013 at 6:49 am PT

2013 Was a Good Year for Chromebooks

December 29, 2013 at 2:12 pm PT

BlackBerry Pulls Latest Twitter for BB10 Update

December 29, 2013 at 5:58 am PT

Apple CEO Tim Cook Made $4.25 Million This Year

December 28, 2013 at 12:05 pm PT

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The problem with the Billionaire Savior phase of the newspaper collapse has always been that billionaires don’t tend to like the kind of authority-questioning journalism that upsets the status quo.

— Ryan Chittum, writing in the Columbia Journalism Review about the promise of Pierre Omidyar’s new media venture with Glenn Greenwald