>i don't think i agree. i think they're moving up the chain to plug weaknesses in their model. Moving up the chain doesn't plug weaknesses. It dilutes your foc

>i don't think i agree. i think they're moving up the chain to plug weaknesses in their model. Moving up the chain doesn't plug weaknesses. It dilutes your focus and increases the number of competitors gunning for you. The single worst business decision that Larry Ellison made was to acquire SAP. He looked at SAP's product, building on top of Oracle's databases, and thought, "Hey, that's value I can capture." The effect of that acquisition was to dilute Oracle's focus on its core product, which, in the long run, probably hurt Oracle more than its acquisition of SAP helped.