Oracle has to talk execution, 'not just promises', says DCLA's Sarat Sethi

Joining me now is Sati. He's managing partner at DCLA and a CNBC contributor. SAT, Oracle, I mean the their quarter, at least the quarter itself last quarter wasn't the big thing.It was the pipeline. What if anything can they do this time around to rekindle interest. You think.What are you doing with it. >> I think so. we did was when the stock jumped, we we we to we trimmed it a little bit, but we still like it.I think uh John Oracle's got to talk about the future and really not just the promises, but just ...