With the latest announcement of the partnership, seems like this is a preparation for a merger to take down AWS?
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JMO - This is in the works. Would make a lot of sense, more than the Amazon/Oracle merger report a few weeks ago. Lots on Synergy here. Jedi project in play now and they will use the Oracle DB. It's a 300 billion dollar merger but it is highly possible. Market Cap of MSFT would be about 1.4 trillion. MSFT wants the DB. Target price $91.
As noted previously, people are reading too much into that announcement and not thinking critically about what it means. It's just OCI FastConnect to MSFT in a single datacenter, admittedly the "fastest growing" one. All this does is allow customers to interconnect services on the two clouds at high speed.
Oracle's play here is simple: reduce the risk of customer adoption of OCI, and provide a migration path for customers to OCI...if anyone on the planet is dumb enough to do that.
MSFT's play is equally simple: tap into the huge Oracle DB market, and provide a real migration path.
It's just integration. Not anything more. And, honestly, it plays heavily to Microsoft's favor.
As anyone that worked in OCI knows, if a customer asked for 50,000 cores tomorrow they'd be told to come back in 12-18 months. Microsoft sold that much capacity between 8:00 and 8:07 AM Redmond Time this morning...
Dream on, MS is not going to touch you guys.
Yeah, that’s the problem he has and it’s a big one. He’s worked around it by borrowing against his oracle stock but that’s only a temporary solution. Unfortunately for LE and step to something more permanent starts with finding a competent and credible CEO, and that by definition means somebody whose name is not LE, MH, or SC. And then there is the ego, which has to let go to allow any financial unwinding. Not happening!
LE needs a way to monetize mass amounts of stock that does not tank the price. Spinning out the database, his own true love, the "most important thingbOracle has ever done," and getting cash and other stock where his sale restrictions were less would be a way. It is a problem both he and his charitable trust estate face.
God help the rest of you all, but it would fix his problem.
No doubt LE would like nothing more than giving his company away to arch rival BG.
If he wants to convert it into cash, it would be the way to go. But the question remains, why would MS want to buy O?
You would think it's crazy, but paying 40 billion for LinkedIn was just as crazy....
No doubt LE would like nothing more than giving his company away to arch rival BG. Done deal! LOL!
The last thing they need is a federal inquiry into monopoly... they are a trillion dollar co after all, adding a database will not change things for them...
Also, they are loved in IT shops - we are hated
Any estimates when they pull the plug on OCI with this major announcement and capitulation on Oracle’s Cloud vision?
@lhn, big shots at O are NOT happy when their major revenue stream is from product support. They want to earn their revenue from licensing, heard it coming from their very mouths. They are chasing licensing gold. The support organization seems like an embarrassment, if not an afterthought to them. People are quitting left and right and replacing them is slow going, if they're ALLOWED to replace them. Gotta keep costs down, they have another building to rent and remodel so they can fit more bodies into a smaller space (to do a job that can basically be done from their back patio).
No merger or some such. But there will be way closer collaboration. Considering OCI turned to be a tech project more than a market shaker.
You have to be crazy if you think MSFT will buy or merge with the joke that O is.
Why would Microsoft merge with Oracle? Oracle is a toothless tiger now. Soon, it will die out starving and one lesser competitor. Microsoft does a lot of things, Oracle really just milking on the Oracle Database and nothing else and it is dying out. MSFT better doing it alone against AWS than carrying a dying enemy on its back. There is no synergy there.
Oracle only has one valuable asset which is legacy apps support revenue. MSFT has just secured that with this announcement.
MSFT need oracle like it needs a while in its head, especially at a $50 share price. They may consider it for $1-2 that its actually worth
No.
Microsoft is 8 times the size of Oracle. No way there will be a merger.
If anything Microsoft would just buy Oracle. But thats not going to happen.
OP knows his Feacal.