Oracle with a nice Q2 vs expects. Hardware again a drag, but that is baked into stock. More importantly, commentary about the close in Nov. and ongoing business in Dec. was very positive. Enterprise will likely move up again tomorrow as people pile into a potential Q4 budget flush scenario (similar to last year).
With this in mind, what is your positioning on the enterprise space as we enter 2013? Enterprise investors, who out of the following list will you play long vs short?
CSCO
ORCL
SAP
CRM
HP
MSFT
VMW
CTXS
RHT
TDC
INFA
TIBX
QLIK
WDAY
NOW
SPLK
PANW
INFY
CTSH
ACN
