Oracle Corporation (ORCL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oracle Corporation (ORCL)

ORCL 142.82

+4.6%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: RavBruce who wrote (13635)	4/6/2000 3:19:00 AM
From: Hardly B. Solipsist	Read Replies (3) of 19080

I don't know much about Cisco, but I think that it's a mistake to think that a software company can grow by acquisitions. The Borg (CA) does it, but they just suck the life out of the companies that they buy. SEBL is the last case I know of where a successful purchase of one software company by another (where the two companies were of the same order of magnitude in size), and SEBL was still bigger than the company they bought, and neither of them were that big then, and it took quite a while to digest. Cisco is successful at growing by buying things, so clearly it can work outside the software industry. IBM has tried it a few times, and it doesn't seem that successful to me. MSFT doesn't do it. IFMX tried it and choked. Borlund tried it and died. CA is a fungus, not a company. I just don't see how it would work for Oracle, but you might be right to suggest that it means that Cisco can grow faster than Oracle because of this difference.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next