Oracl miss was DUE to a new product launch and customers waiting to buy... This has nothing to do
with csco. ORCL earnings were negatively impacted more by currency exchange rates than soft business. They actually had record earnings and FCF, these down grades are bogus. The new oracl cloud platform goes from 8 processors to 32, which would you buy? That and the fact oracle only gets 8% of sales from hardware to begin with.