Having spent years in the industry I can testify that over the past 5 years IT departments just don't worry or even think about whether their DB vendor is also their app vendor.
I submit to you, WT, that the past 5 years may have little to do with how things are likely to evolve going forward. Five years ago, it was client server, with each IT's operation basically limited to his own organization's information system. Today, with the Internet, that information is no longer limited to the organization, but extended to its customers, its suppliers, its partners, etc. The Internet changes everything, something it appears you find difficult to believe.
This is good for ORCL's DB biz, since they have such a large market share and premium reputation, but, I don't think it helps their app biz very much at all.
Not surprising, I detect a bit of bias here, and understandably so given your present position relative to this stock. |
