excellent management

The
world's second largest software company announced that it will add $8
billion to its buyback plan. This move brings the total repurchase
amount up to $9.3 billion in common stock, with no expiration date.
Oracle has about 5.15 billion shares outstanding worth $93.52 billion
at current prices.

On September 18, 2008 the Redwood City, Calif.-based company announced
spectacular first-quarter results with net income surging 28% to $1.1
billion, or 21 cents a share, from $840 million, or 16 cents a share, a
year earlier. Total revenues were up 18% to $5.3 billion.

Oracle's operating margin reached 40%, up 3.5% from a year ago and the
highest ever for a fiscal quarter. The stronger-than-expected earnings
sent shares 6% higher.

"Oracle has once again increased its database market share according to
the latest Gartner research report," said Oracle CEO, Larry
Ellison. "Oracle's 49% market share in the survey year 2007 was greater
than the market share of the next 4 vendors combined: IBM, Microsoft,
Teradata, and Sybase."

After the buyback was announced JMP Securities issued a
bullish note on the stock. Analyst Patrick Walravens
commented, "Assuming Oracle purchased $9.0 billion over the next 5
quarters ($5.0 billion in FY09 and $4.0 billion in FY10) at yesterday's
closing price of $18.16, we estimate that the buyback could be $0.05
accretive in FY09 and $0.12 accretive in FY10." He has an outperform
rating on the stock and $23-dollar price target, representing 27%
upside potential.

I wouldn’t chase Intel here, says Guy Adami. But at current valuations it’s interesting. On pull backs I’d own Intel as well as Orcale (ORCL).

Although Oracle, like every vendor, is under pressure to provide discounts, he thinks it can gain share in a downturn and still expand margins. "They can control their own destiny," Pesek says, because the company is dominant in database software, with a 49% share, up from 39% five years ago. What's more, it's been a very active buyer of applications businesses such as Prima-vera, Hyperion and BEA. Oracle "is a little bit controversial in terms of organic versus acquired growth, but the company has a visible margin-expansion path," Pesek explains. The Street puts Oracle's earnings per share at $1.50 in '09 and $1.68 in '10. He added to his Oracle position last spring when it was in the high teens to low 20s. Oracle was recently trading near the bottom of its 52-week range at $18.32 a share, or less than 12 times 2009 earnings projections.

Cramer Interviews Salesforce.com CEO:
In this October 7 'Mad Money' clip Jim Cramer and Mark Benioff give insight on Salesforce.com.

Click here to watch the video.

3. Lawrence Ellison

Mad About Options: Bullish Ameritrade?!?: The Mad About Options crew reviews Jim Cramer's recent bullish comments about TD Ameritrade and offers options strategies for traders and investors. Also hear options ideas for Saleforce.com and Exxon Mobil.

Click here to watch the video.

Tech? Here's a segment that has been hit hard, but at the same time it looks like winners and losers are being indentified. Oracle (ORCL), Hewlett-Packard (HPQ), Cisco (CSCO) and Qualcomm (QCOM) all said they are in good shape. If a company is levered to telco spending or finance, there are issues and September has been awful, Thesemis, though, are liquid and at multiyear lows, so I am not sweating the program.

Safra Catz

Cramer's Game Plan: Jim Cramer says the market is artificially up and investors should sell portfolio holdings that are up.

Click here to watch the video

bit me hard

same as INTEL

ORCL

No shareholder value, it stays in a limitedprice range

Larry

has not moved for a long time

hate the ceo

not sure on whats happening with this co.

can't stand Larry's sailboat

I have never cared for the company and their products. Oracle database products are very expensive.