I went through elementary school in the 1980s. As such, I was taught that there are winners and losers. My kids learn that "We are all SPECIAL!!!" but I quickly disabuse them of that notion at home. Kill or be killed. Eat that hamburger or your wily 15-month old sister will. The Asay house is quintessentially Hobbesian as we live out our nasty, brutish, and short lives. :-)
I'm kidding, but my 80s mentality has me wondering: with all the open source momentum (and it is real), who is losing? See, it's not possible for everyone to win together all the time. It's not exactly zero sum, but in a relatively finite market, my success may well correlate to your failure.
So who is losing?
Apparently not Oracle. Not yet, anyway. Jason Maynard of CSFB has ORCL at an "Outperform" rating, writing this morning:
For Q1, we are estimating $3.47B in total …
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