A spokesperson for Super Micro (SMCI) told The Fly following a request for comment on BlueFin Research’s claim that the company had lost a “significant contract” with Oracle (ORCL): “As a matter of company policy, we do not comment on rumors or speculation. We will provide an update on Supermicro’s operational and financial results on our May 5 earnings call.” Shares of Super Micro are down 10%, or $2.77, to $26.41 in afternoon trading.
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