Over twenty years ago, I acquired an initial position in Oracle Corporation (NYSE: ORCL).  I didn’t know much about the company then but I spent an evening seated next to CEO, Larry Ellison at a private dinner in San Francisco and found him to be one of the most compelling, arrogant, driven and hard-as-nails individuals I had ever met.  When the market opened the following day, I bought the stock.  Since then I have learned a great deal more about the company and have continued to add to my holdings when market perception about the company’s prospects pressure the stock price.  We are once again in one of those periods, and for long-term investors, it may be time to take a hard look at the stock…