Thread regarding Oracle Corp. layoffs

MSFT @ 1 Trillion

What’s the difference between companies that create value and those that only buy back shares?

Well, the market capitalization of companies that make good investments and generate growing revenues and profits go up - look no further than MSFT. And companies that pretend to have new offerings ad spend tens of billions on share buybacks - well there is no real value in that, just divide the same stagnant market cap by a smaller number of shares, bla. The end result: MSFT mkt cap = $1 Trillion; O market cap = a puny $186 Bn. Eat your heart out LE!

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Post ID: @OP+YLhFRAa

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Oracle is run by a founder whose ego won’t let him hire competent people - a very long history of that - and two incompetent CEOs when most companies have one competent one. What could possibly go wrong with this 3 Stooges set up? Well, everything that’s going wrong with oracle - down the drain she goes the proud pirate ship oracle under incompetent command, crash!

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Post ID: @1jka+YLhFRAa

Oracle has so much political people with their roots here.

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Post ID: @1frn+YLhFRAa

Not just datacentres but also networks. MS, Google and AWS own undersea cables and have more fiber than telcos. They've been doing this for years.

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Post ID: @1yoi+YLhFRAa

SC is an Accountant so would never invest the capital that the other guys have been doing for a decade now.

LE only recently realised that cloud is an actual thing. For years he believed that cloud and hosting are the same. Oracle still has humans provisioning customer cloud environments and changes are made by SR. AWS has something like one human administrator per 100,000 servers. Google has fewer than that.

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Post ID: @kpj+YLhFRAa

Poor old LE spent a goodly portion of his better years chasing, dissing, fighting Microsoft and its founders. He thought he'd be #1. Obsessed.

Should have put his energy into ensuring Oracle could evolve.

Rented data centers, no capex to amount to anything, dysfunctional engineering, bloated sycophant bureaucracy...should have strategized back in the day. But no attention span except to own vanity and flatterers and obsessions.

LE was a very smart guy once.

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Post ID: @eze+YLhFRAa

But ..... a fun fact SC is now worth over $1B. Shareholders and employees screwed but the 3 stooges must be the most hideously overpaid execs on the planet

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Post ID: @wzv+YLhFRAa

I don’t think AMZN, MSFT among others considers ORCL as a competition or in their same league

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Post ID: @hqa+YLhFRAa

Amazon reported a 41% YoY growth in AWS with revs of $7.7 Billion. So long Oracle

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Post ID: @svz+YLhFRAa

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