Trip Chowdhry
Trip Chowdhry
executing leader oracle software strategy
Oracle is executing very well. This validates that Oracle is a leader in consolidating the software sector. The strategy they are embarking upon is the right strategy.
acquiring build capture companies good taking time trying
They are taking time to build their SOA middleware platform. They are acquiring companies that have good technology, and they are trying to capture the 'day-after-tomorrow' market.
create data realize
The most important thing to realize is that Salesforce.com will need to create more data centers.
based business company database doubt ibm losing oracle raise research sales shows
Our research shows that Oracle is losing some database business to IBM and Microsoft, ... Based on that, I doubt if the company can raise sales guidance.
extremely improving market optimistic overly quite recovery strength technology
The market was overly optimistic about the strength of a recovery in technology spending. The recovery is quite subdued. Things are improving but it is extremely gradual.
deal half happened market microsoft phenomenal sap share taken wins year
This should have happened a year and a half ago, ... If the deal had been done then, the synergies and market share wins would have been so phenomenal that SAP and Microsoft would not have taken market share away.
definitely
There is definitely going to be consolidation in infrastructure.