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What would be your opinion on Oracle? I find it strange that the Author didn't include Oracle in the title although he talks about it at some length in the art
by hitekker 11y ago
What would be your opinion on Oracle?
I find it strange that the Author didn't include Oracle in the title although he talks about it at some length in the article body.
- exelius 11y agoI gave my opinion on Oracle elsewhere in this thread. Basic just is that Oracle will be fine because they're a business software company -- all the companies on this list are manufacturers of technology infrastructure products. The model through which companies acquire tech infrastructure is changing from a product model where infrastructure companies build/design differentiated products to a services model, where a much smaller number of companies are buying increasingly commoditized infrastructure hardware and selling access to it as a service. Oracle doesn't do this; the bulk of their value comes from software that is much more difficult to replicate.