Oracle is really a leader in that B2B niche, and it's made such a splash in that new niche because it's created that niche for itself, and it's doing extremely well. Obviously, if you want to time the stock, you pick it on a day when the stock price is down, but if you're a core-holding type of a buyer, Oracle should be right at the top of your list, without eyeing the price so much, if business-to-business e-commerce is your priority.
-Ash Rajan
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