What’s Wrong With Oracle Corporation (ORCL)?

Moreover, Cisco stated that current-quarter revenue could increase further, squashing fears of reduced technology spending by the company’s business customers.  The company is looking for at least 4% revenue growth in the current quarter.

Intel hasn’t executed very well for itself in recent periods, but the company is in a transition period itself, like Oracle. The company’s first-quarter revenue dipped 2.5% during the first three months of the year. However, the results were better than many analysts had anticipated, and the chip maker has demonstrated progress in the long-awaited entry into mobile devices.

At a technology conference in Taiwan earlier this year, Samsung Electronics revealed that it will use Intel processors to power a new version of one of its main Android tablets.

This underscores the company’s desire to get its chips in mobile devices, which Intel has whiffed on to this point. At long last, Intel officers said they expect more than 30 tablets to use the company’s processors next year.

Plus, Cisco and Intel investors have the benefit of handsome dividend yields.  To that end, Cisco and Intel provide much more in terms of yield than Oracle. Cisco yields 2.8%, while Intel pays more than 3.5% at recent prices.

Oracle’s results weren’t terrible, especially considering the company is trying to shift its strategy going forward. That being said, repeat disappointing quarters followed by huge down days for the stock aren’t an encouraging sign.

It’s likely that Oracle Corporation (NASDAQ:ORCL) will get its business back on track at some point, but investors aren’t being paid to wait. Should Oracle continue to drop, it may become interesting, but at this point I see better opportunities in technology.

Robert Ciura owns shares of Intel. The Motley Fool recommends Cisco Systems (NASDAQ:CSCO) and Intel. The Motley Fool owns shares of Intel and Oracle..

The article What’s Wrong With Oracle? originally appeared on Fool.com.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.