No matter how much oracle is trying to portray itself as a cloud company, it’s just another version of old IBM type IT company. As such it needs to be valued based on the cash flow from primarily - declining - support revenues plus some on-prem expansion/ renewal revenues and declining DB renewals. A dinasour dying a slow and painful death.
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Not much changing at oracle, another day, week, month, year older and closer to death as the song goes. Nothing new under the sun, and nothing to mak oracle more competitive. I guess thay’s Why LE thinks Tahoo real estate is the place to invest the money he borrows against his oracle stock. Sure leave the lenders with oracle stock that had nowhere to go but down, down, down!
LE waiting for courage, brains and inspiration. Kind a like the crow: if i only had a brain; and the lion, and what ever else. Yeah, oracle is totally Fu*ked
He needs to get a new head of engineering right away. The 30 thousand people currently not producing anything that can sell, is a disgrace. All that exists is a culture of fear and threats with brown nosing indians promoted as SVPs who are only playing dirty politics all around.
He’s losing market share in the cloud - IaaS, PaaS, SaaS - every day that goes buy. So what is he buying time for? If he had brains he would have replace the top 5 or so people a long time ago. Rudderless / leaderless ship casting about, rocks on the horizon, shipwreck ahead.
Larry is buying time
Same as HPE a declined company desperately cost cutting to survive.