Tuesday, April 28, 2009
Oracle aims for a Slice of Cake
Frank Martin of Oracle quipped that after the takeover of Sun, Planets and Moon might follow soon. Meanwhile, The Economist had another very good high-level story about the Sun takeover by Oracle titled "Mr Ellison helps himself". Great analysis with the conclusion that our industry is going from horizonal/modular to vertical/integrated with the Sun acquisition being just one indicator of the overall trend. The cake (market) is more segmented into slices than into layers. This has significant repercussions regarding the IT value chain that all players wil need to adapt to.