"His talent will be very useful in taking the Sun acquisition and driving value there. That whole Sun strategy is going to drive major change throughout the top 10 or 20 tech companies," said Williams.
Oracle, which competes with SAP AG and IBM with its business software and database products, also is vying with equipment makers such as HP after the Sun deal, as it looks to combine its hardware and software offerings. By producing the full "stack" of products and services for its customers, Oracle is trying to snag a larger share of technology spending.
The Numbers
Analysts polled by Thomson Reuters expect Oracle to earn 44 cents per share on $6.47 billion in revenue for the quarter ended in May.
Analyst Tim Klasell of Thomas Weisel Partners wrote in a recent note to clients that he believes Oracle had a good finish to the latest quarter, in part because of a trend among businesses toward using fewer software vendors, which helps Oracle. Klasell expects improving results from North America, while the situation in Europe is "in flux."
* Hear more about Oracle from ISI analyst Heather Bellini. Watch the video above!
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Trader disclosure: On Sept. 15th, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Finerman’s firm owns (IBM); Finerman’s firm owns (ORCL); Finerman’s firm owns (HPQ); Finerman’s firm owns (JPM); Finerman’s firm owns (BAC); Finerman’s firm owns (BBY); Finerman’s firm owns (GLW); Seymour owns (AAPL); Seymour owns (MSFT); Terranova Owns (APA), (AAPL), (ARUN), (BMO), (C), (DO), (EOG), (FCX), (FTO), (XBI), (GS), (HES), (IBM), (JOYG), (NBR), (NOV), (OXY), (ORCL), (PEP), (POT), (RSH), (GLD), (SLB), (SWN), (SU), (SPLS), (RIG), (UPL); Jon Najarian owns (AAPL) call spreads; Jon Najarian owns (ARST) calls; Jon Najarian owns (CSCO) call spreads; Jon Najarian owns (RHT) call spreads
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