http://www.marketwatch.com/story/oracle-continues-to-hammer-at-amazon-in-the-cloud-2017-03-15
So Oracle continues to invest in and reap the benefits of their cloud pursuit. Meanwhile, we still struggle to figure out what we want to do. Sorry, MPLS isn't coming back.
Cisco has spent atleast $4B on cloud-related acquisitions. Listening/watching to recent town halls, we've still got no idea what we're doing or going to sell.
Cliqr: $260m
AppDynamics: $3.7B
Why? Oracle at its' core is a software company. We're still a box shipping company. Chuck's first major hire was Biri, (where is he now?). Where's the accountability for that? If I hired someone like that and they didn't deliver my management would fire me on the spot. Luckily for Chuck he is above accountability.