Oracle–The Next IBM (ORCL, IBM, HPQ, CSCO)

Oracle's ORCL revenue run rate is about $60 billion a year. That compares to $100 billion for IBM IBM and Hewlett-Packard HPQ. Oracle has advantages as it attempts to catch its two larger rivals. It has become a company which attracts Wall Street's attention because of its powerful earnings successes. And, like Cisco CSCO, it has proved that its CEO Larry Ellison and his management are experts at integrating acquisitions. Ellison recently said he does not expect to grow the way that HP did. Oracle will not try to buy an IT services business like HP did when it purchased EDS. Continue reading the article.