$Oracle(ORCL.US) still drifting near 128 while our community keeps buying the dip. i get the appeal after the 2.1 million, sorry, 21,000 layoffs and the S&P downgrade, the story is cheap. but IBM just showed what happens when enterprise software budgets get raided for hardware, and Oracle is not immune to that same rotation. cheap can stay cheap. watching, not catching this one.
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