Could the two possibly go together? Oracle rocked another quarter: this is a behemoth that clearly knows how to execute.
At the same time, Oracle's Larry Ellison has nixed the idea that software as a service is worth getting out of bed for. Instead, Oracle believes selling more (and different) widgets to the same customers it already has is a winning strategy:
What I'd like to highlight here is the radically different strategies of the two companies (SAP and Oracle) for growth. Our strategy for growth is to find a way to add more value to the same customers we already serve, which are the large end of the mid-market and large companies. What we're doing here is moving beyond ERP to industry specific …
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