Its time. Its time for a 1.2 trillion company, Microsoft, to buy Oracle. Every single customer wants this. It would also make sense. This is the power move. Do it now, Oracle, while the company is worth 180 billion on paper. Microsoft would then completely own nearly all enterprise software - the only exceptions being SAP/Salesforce/Workday... Please do it, buy Oracle, please LE, retire and let Satya take over. Its time. This is the power move. I have spoken.
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5 years later, how did these predictions turn out?
Bill won and Larry lost.
I don't see how having a net worth of $50B makes anyone a loser. Is Gates a loser because Bezos is even richer than he is?
Maybe Larry's ego might be bruised, but I think that everyone on this board would be thrilled to have 1000th of his net worth. His only real problem is that he's old and knows the Reaper is not far off.
This is Larry's dream. Net net. Bill won and Larry lost.
His future is in the hands of his arch enemy "the idea of buying softwares on a disk and bringing it home, installing on a personal computer and all the complexities, why not have a network computer.......yada, yada, yada..."
Those may remember this:
https://www.google.com/amp/s/tedium.co/2018/04/12/larry-ellison-network-computer-history/amp
No, no and F no
Microsoft wants nothing with Oracle. SQL Server in the sense have much faster adoption rate than Oracle DB. Implementation is much simpler and with today's lower hardware costs, it is no longer the low performer like it used to be when comparing to Oracle DB. In fact, a lot of companies just waiting for their legacy applications that attaching to Oracle DB to die out and move on to something else. Second, Oracle OCI is none existence in real world and would not be compatible with Azure in anyway. Third, some companies like Oracle will sometimes buy to k–l off rival or competition. In this case, Oracle k–ling itself through brain drain, lack of innovation and becoming non essential just like LE himself. Just going to tell you how it is out there and seeing this whole thing from a bird eye view. For any companies to acquire or merge with Oracle makes absolutely no sense though Oracle should be grind in many years of stagnation. Companies basically disregarding Oracle .. Oracle is not in the chart. Oracle is heading the direction of Baan in the next decade.
Don't think it's gonna happen. At best, someone might buy the Oracle db. Why would any company want anything else?
NetSuite is apparently "vaporware", according to the lawsuit that was posted. OCI is done-for, as there is no need for infrastructure since the cloud has failed. On-premise is end-of-lifing it. What else is there of any value?
I heard a few things. (1) One was a strategy where Workday, Salesforce and Oracle all come together under one roof - but the issue there is with leadership - Benioff is not going to want to run that conglomerate and there is nobody else that could. (2) Oracle sent TK as a long term back door to Google and Google and Oracle do a deal and finally (3), the one that customers and employees like the most - Microsoft flat out buys Oracle. This one makes the most sense. While Oracle today is fairly tattered and damaged Oracle's 40 year prison ship that contains most of the Global 2000 and Fortune 500 as hostages is worth a ton. Microsoft that has bought Oracle would end AWS - Scamazon couldn't last in the face of a Microsoft that had bought Oracle.
Sure for $1. Anything more would entail massively overpaying for the mess that is oracle. And note, SB is not longer at MAFT so no change of overpaying by factors of magnitude anymore.
Love to be bought. Need a change at M4+ level, we need a vision
Some are saying Oracle will buy Google Cloud after Google pulls plug on it. TK welcome back.