ERP Software Advice has put together an informal but well-thought-out poll on Oracle’s next take-over target. Dig it here. My own off-the-wall bet was on Akamai, which Stephen was kind enough to include in his report. Even if you don’t follow Oracle or the other companies listed, it’s a very interesting exercise (created by Stephen Jannise). And it will be fun to see who is right and why. Because Oracle is a hungry cannibal. It can’t help eating other companies. Somebody’s gonna get chomped. (And somebody after that, and after that.)
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“A relationship, I think, is like a shark. You know? It has to constantly move forward or it dies. And I think what we got on our hands is a dead shark.” — Woody Allen
If you look at the capital structure of major US IT companies, they’re all overgrown startups. The entire financial relationship with employees and investors is based on continued growth. When the core product is mature, they either make asses of themselves pretending to be startups (Zune! Kin!) or they have to grow by acquisition.
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Damn, Don. That’s a pull-quote if I ever read one. Excellent.
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Don I think you’ve hit the nail so squarely on the head it’s uncanny. I’m just curious if Oracle will get the acquisition it really wants, (or rather Larry Ellison wants) Microsoft.
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