Lighthouse Canton的Sunil Garg表示，甲骨文的杠杆负担要大得多，这就是其信用违约互换交易价格大幅溢价的原因。
Lighthouse Canton's Sunil Garg says that Oracle has a much larger leverage burden which is why its credit default swaps trade at a substantial premium.
他还表示，尽管第二季度盈利异常出色，但我们不应指望本季度会重演。
He also says that while earnings in Q2 were exceptional, we shouldn't expect that to repeat this quarter.