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They come to that conclusion presumably because revenue from the sale of Sun hardware has declined since the acquisition, and they lock on to that opinion in spite of the fact that Oracle executives at the time of the deal said they were going to eliminate unprofitable hardware products, low-value hardware products, and no-future hardware products in spite of the inevitable revenue impacts.
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Oracle, with a relative lock on its customer base and a tight management of its Sun hardware acquisition, is off 0.11%.
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After an acquisition is announced, many long-term investors sell the shares to lock in most of the gain, rather than wait for the deal to be completed or take the risk that it will fall apart.
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