How Do You Know the Sun Acquisition Helped Oracle's Business?

Erik Kobayashi-Solomon

October 5, 2013

IntroductionI recently posted an article on SeekingAlpha (Oracle's Sun Acquisition is Paying Off in Spades) that drew from the data about operational leverage that I posted previously on this blog. The SeekingAlpha posting received several good questions, and I wanted to post those questions and my answers here. In a nutshell, the questions are: Oracle seems …

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