Thread regarding Oracle Corp. layoffs

Wrong - whenever the Emperor truly steps aside the stock will go up. The financial analysts think LE’s narrative on every earnings call is a bunch of narcissistic mumbo jumbo. They see right through him.

ERP/HCM are larger than NetSuite and have way more growth potential than NetSuite. I don't see the tail wagging the dog.

We will end up like any other house of cards. The higher you go, the greater the fall!

Sooner or later, he might sell Oracle while he can. If they can change the company where it is more valuable, look for the exit plan. None of his children are going to run it. If he doesn't die before then, I believe the succession or exit plan will occur - unless he has the number 80 in his head to step away.

@1tqd+1j4tsgiK is 78 years old. He can probably be legitimately lucid for another 5 years. Maybe 10 years since he's trying for invincibility. Will he be as clear as Warren Buffett in his old age? Probably not.

But you are right—once he goes, then it really tanks the stock price. At that point, it will be his executives fighting for fiefdoms, and the body won't even be cold yet.

Not impossible. O sounds like a company in search of a mission right now with all these divergent acquisitions. Or they are acting like a chicken with its head cut off, to be more blunt.

O can survive in zombie mode for years, decades even. Or they can become more unstable than Francium once LE sheds his mortal coil. Let's face it, O is disliked, LE is universally disliked and SC is disliked. If any or all three of them ever become vulnerable, nobody is going to feel sorry for them.

I can see O sell off divisions and I think Java and hardware are the first two to go. (Don't call it Sun, it hasn't been Sun in 12 years and a very high percentage of former Sun people are gone) Anything low margin, will be at risk. Don't forget virtualbox and MySQL. They can get good money for them and Maybe LE can buy another island with the proceeds. Or maybe get into something else they know nothing about like the automotive software business by buying up some struggling niche player. (Can you imagine it? "Oracle, please give me the directions to the dentist". No, give me $1000 or your car won't start".) They sure won't use it for R&D or trying to improve the brand.

They still haven't figured out they aren't the only game in town anymore.

@1lfc+1j4tsgiK If so, then why did they literally bring over the Netsuite leadership to manage O marketing?

Wonder if you work on Netsuite product. Seriously I believe O may want to sell Netsuite along with all applications as there is just too much competition and alternatives in the market.