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Fast Money

No. 2 - Smooth Sailing For Oracle?

Software giant Oracle will report earnings tomorrow. CEO Larry Ellison has been spearheading a strategy made up largely of acquisitions. It’s been working – but how long can it continue?

Oracle is up 54% since January, buy Guy Adami would still own it.

Even though the growth isn’t organic, it’s still a working model for the company, Pete Najarian says. He thinks tomorrow’s earnings will be phenomenal.

Oracle Earnings Preview

The database business is the real deal, Eric Bolling says, and Oracle is the king. It doesn’t have any analyst sells, either.

If the database business were so great, Oracle (ORCL) wouldn’t have to make so many acquisitions to grow, Jeff Macke says. They are following this model because there's nowhere to go in the space. That said, it is working and there isn’t much reason to think it will stop. Jeff also thinks the earnings will be great, but he’d take some off the table. The greatest risk to Oracle may just be the overall volatility in the stock market.

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Trader disclosure: On June 25 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders:
Najarian Owns (.VIX), (TIF) Bolling Owns (SZE), (VE), Gold; Bolling Is Short (FXI) And Owns (FXI) Puts; Bolling Is Short S&P Futures; Bolling Is Short Nasdaq Futures; CNBC Is A Service Of NBC Universal And Dow Jones; GE Is The Parent Company Of CNBC