https://www.bloomberg.com/news/articles/2019-02-26/buffett-joins-crowd-struggling-to-assess-opaque-oracle
Buffett may understand a little more than he let on. He cited the success of the two market leaders in cloud computing, Amazon.com Inc. and Microsoft Corp., suggesting he knows where the momentum is heading. The question is, where is Oracle heading?
Jack Andrews, an analyst at Needham & Co., said that judging Oracle’s cloud transition could be “murky’’ because there aren’t enough data points to fully interrogate how the cloud efforts are playing out.