Wow was SC uncomfortable on stage during the Q/A with MH. Either she was having a nervous breakdown or she drank 6 Red Bulls. She states the stock is the "bargain of a lifetime." LOL
MH has stated dozens of times over the past few years that the sales pipeline is at record levels. For example, on the last earnings call, September 17, he stated "our SaaS pipeline is at a record level." however, during OOW, Barrons reported that even though Microsoft and Amazon have announced record cloud revenue, MH NOW views Oracle's cloud revenue growth as more of a marathon and it will take months, quarters and years to get Oracle customers to migrate to the cloud. What MH failed to mention is that Churn is at "record levels" because most of the SaaS cloud fusion bookings were financially engineered. House of cards...oracle will never even make it to mile 10 of 26.2.