development and will allow Mark & Safra to operationally run the company- sales, marketing & services headed by Mark
while finance, legal and operations will be headed by Safra. With each of the 3 leaders focusing on what they know best
and do best, the company should continue to thrive and be the technology trailblazer everyone is looking at it beingEngineered Systems, Middleware, Mobility, Analytics, Social & Cloud are the exciting businesses to keep an eye out for.
Granted that Oracle was late to the game in monetizing its cloud strategy compared to SFDC or AWS, it has slowly but
surely gained momentum and shortened the gap on the cloud maturity track, via its targeted acquisitions. I expect these to
continue which will give Oracle two significant benefits1) Specialized IP that it would take long to organically develop in-house.
2) The "Power of the Red Stack Portfolio" which exponentially increases with every new acquired solution, once
"Oraclized" that is pre-engineered and pre-integrated to work with all the other existing components.
The 3 Musketeers of Larry, Mark & Safra in my opinion have all the muscle, brainpower and ability to execute to
continue to grow the Red Economy. More importantly they work well together and have worked effectively for a while
now as the power team. With any major organizational change, as with Larry's announcement, there will be a short period
of adjustment and structural response, but things will soon get back to the new normal- functioning like a Big Well Oiled
Machine. I would not write off Oracle by any yardstick- the best is yet to come- Onward & Upward.
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