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Also people thinking that Google and Meta won’t be looked at like Oracle and IBM in 10-20 years are probably way too confident in the status quo

• somsak2 4y ago
  Microsoft was founded before oracle and is among the top 5 largest tech co's. IBM and oracle may not be as big as they used to but they're still huge. oracle in particular is at a near all time high.
  • rrrrrrrrrrrryan 4y ago
    It's funny to see how people on this site so vastly overvalue organic growth and undervalue inorganic growth. (It makes sense given the target audience, obviously.) You can absolutely grow a company by all metrics (revenue, income, market share, market cap) just by having a bunch of MBAs that make well-negotiated acquisitions. It's basically all IBM and Oracle do these days: buy up smaller B2B software, integrate it into their portfolio as a new product or a feature for an existing one, then sell the hell out of it to their existing customer base.
    • coffeebeqn 4y ago
      They do seem to have shrewd b2b sales but my point was that at one point people actively wanted to work there and were excited about their new releases. They were the biggest company in the SP500 in 1981-1988