SAP AG (SAP)     and   Oracle (ORCL) hold a duopoly in providing Enterprise Resource Planning systems to large corporations.

SAP last quarter earnings were excellent and projections were great.   It is important to understand that when a software company such as SAP states that it sees great visibility, it usually means that they have signed contracts in hand but   cannot book revenues yet.

There is some apprehension on wall street regarding future earnings for Oracle.   The reason is slowness in the government sector.   From a risk reward perspective, Oracle offers a better opportunity at this juncture.   ZYX Buy Change Alert  is in a long Oracle trade and the Oracle trade will be closely followed in the Real Time Feed of the ZYX Buy Change Alert.