Oracle Leads, But Software Pack Tightens

March 24, 2011 at 10:01 am PT

Investors have ridden Oracle’s stock for big gains in the past year. It may soon be time for a new mount.

That won’t be readily apparent when Oracle reports fiscal third-quarter results today. The software giant is expected to post a 10 percent year-on-year revenue gain for the period ended February.

Oracle’s business has handily outperformed those of Cisco and Hewlett-Packard. But like those companies and another rival, IBM, Oracle is finding revenue growth harder to come by lately. This has all four encroaching on each others’ businesses as they fight for a bigger piece of a slow-growing pie.

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Tagged with: Cisco, earnings, frontpage, HP, IBM, Oracle, revenue

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