Seeking Alpha

Small Cap Generalist  

View Small Cap Generalist's Comments BY TICKER:
  • Takeaways From Oracle's Purchase Of Tekelec [View article]
    I understand that. I am 'suspecting' that it is indicative of his lack of ability to compete in the enterprise space. Larry has been buying second tier SaaS companies and failing to have them stop his loss in market share.

    Contrast to SAP who bought leaders in the space (SFSF and ARBA) and is aggressively embracing the SaaS model.
    Mar 25, 2013. 12:11 PM | 1 Like Like |Link to Comment
More on ORCL by Small Cap Generalist
COMMENTS STATS
40 Comments
4 Likes