Tuesday, June 23, 2009

SAP and Oracle

That ->> is the Oracle campus just south of San Francisco. Oracle was a different company when those buildings went up.

I read a bunch of chatter today about the idea that Oracle rival SAP is about to make a significant acquisition. Oracle has made lots of them.

It's probably not a coincidence that the SAP stories were around today or that ORCL reported a very good quarter tonight after the close. Included in the ORCL conference call was very expected braggadocio that might have been true. A prominent Wall Street analyst in his conference call notes quoted ORCL as saying that they were: "Taking share from SAP across globe, even in strongholds (i.e. Europe +5% cc)."

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