Jay, I guess you have never even seen a line of software code? Your post is the most humourous I have seen in a while:
(a) ORCL operates very successfully in a very competitive, but generic "space",
Can you please name the competitors? IBM with DB2 and Microsoft with SQL Server are about the only things that even come close, and they cater to different markets - (eg, you can't buy 7x24 support with SQL Server).
(b) software migration is far simpler than changing over between incompatible hardware platforms and such early year peculiarities of the computer world,
LOL! Please, can you please tell me how to migrate my desktop, with all its data and applications, from Win2000 to Linux? Quick, perhaps you can tell Nike how to switch from their i2 supply-chain software to someone else's software, since the i2 thing blew their financials for them?
(c) software, once developed, is cheap, once standardized or amalgamated via middleware, is commodity,
Silly me - I wonder where Oracle gets off charging $25K for even the most basic license.
(d) which then leaves the outcome of competition to quality of execution,
(e) thus one ought not to take a large gamble on such a flimsy "critical success factor", as I prefer monopoly, barriers to entry, internal diversity of products, healthy customers, etc. MSFT in early January was a good bet, ORCL now is not yet;
Amazing - since there are no barriers to entry, I think I will quit my day job as a programmer and go off and build a database server to compete with Oracle...
(f) the option premium is not flashing panic; and
(g) ORCL is just another little boat in the financial sea, as a rising tide raises all boats, however decrepit, a spinning washing machine type of storm will sink many ships, however large.
Your thinking is based on an absolutely zero knowledge of the software world. Oracle has a virtual stranglehold on databases - everytime you buy a "Learn software in 15 minutes" book at Walmart, many instances of Oracle databases are touched - from the inventory system at Walmart, to the database at your credit card company, to the logistics system at the publisher. Its completely impossible to imagine any economy in this world without Oracle database software keeping its pulse alive...
Milan |
