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Oracle Calls Out Autonomy CEO

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Re: Oracle Calls Out Autonomy CEO

#21

Post by joezydeco »

smoyer wrote: post #10
mikeryan wrote: post #9

Back Story (since I apparently missed it) HP is buying Autonomy for 10+B. Many analysts feel this is over priced, and on Oracle's earnings call Larry Ellison couldn't help but get a jab in at HP by saying that they (Mark Hurd ironically) told Autonomy they were overpriced at their current 6+B Market Cap when Autonomy went to Oracle looking for a suitor. Autonomy CEO then said "WTF we never talked to Oracle about bein…

Thanks ... Though it appears the real story is that the sandbox isn't big for both of them and now they're throwing sand in each other's eyes.

I see it more as Mark Hurd's way of giving the HP board of directors a huge middle finger.

Re: Oracle Calls Out Autonomy CEO

#22

Post by jijoy »

freejack wrote: post #17
amac wrote: post #13

Earlier quoted context omitted.

Is Oracle struggling? They certainly aren't struggling to make profit.

New software license sales and renewals are both down year-over-year as a percentage of overall sales. It might just be a blip, but I read it as a weakness in their core business. I think the size of the enterprise segment is shrinking - as Andreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle licenses. Nowadays, it doesn't happen at all. Internet-scale is no…

There is 12% increase in New Software Licenses for Oracle , as per released data in last FY.

Re: Oracle Calls Out Autonomy CEO

#23

Post by itswindy »

marcf wrote: post #8

Why does Oracle care so much about this? Autonomy shopped themselves around and Oracle turned them down. Now Oracle wants to hurt Autonomy because a competitor bought them. I guess all is fair in M&A, but this just seems like a stupid spat.

I remember reading that Ellison takes a lot of things personally .

Re: Oracle Calls Out Autonomy CEO

#24

Post by itswindy »

freejack wrote: post #17
amac wrote: post #13

Earlier quoted context omitted.

Is Oracle struggling? They certainly aren't struggling to make profit.

New software license sales and renewals are both down year-over-year as a percentage of overall sales. It might just be a blip, but I read it as a weakness in their core business. I think the size of the enterprise segment is shrinking - as Andreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle licenses. Nowadays, it doesn't happen at all. Internet-scale is no…

Andreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle

And Andreessen should be listened in this field because.... ? Serious corporations go for IBM, Oracle, SAP and the likes. They want stability and someone to show up and fix when things go wrong. Most of the 'startups' Marc is talking about, will be not be here 5 years from now.

What was Marc's last good investment? Ning or Groupon?

Re: Oracle Calls Out Autonomy CEO

#26

Post by darksaga »

mikeryan wrote: post #9

Back Story (since I apparently missed it) HP is buying Autonomy for 10+B. Many analysts feel this is over priced, and on Oracle's earnings call Larry Ellison couldn't help but get a jab in at HP by saying that they (Mark Hurd ironically) told Autonomy they were overpriced at their current 6+B Market Cap when Autonomy went to Oracle looking for a suitor. Autonomy CEO then said "WTF we never talked to Oracle about bein…

I thought the fact the meeting took place on April 1st was entertaining. Maybe Hurd missed the joke?

Re: Oracle Calls Out Autonomy CEO

#27

Post by freejack »

itswindy wrote: post #24
freejack wrote: post #17

Earlier quoted context omitted.

New software license sales and renewals are both down year-over-year as a percentage of overall sales. It might just be a blip, but I read it as a weakness in their core business. I think the size of the enterprise segment is shrinking - as Andreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle licenses. Nowadays, it doesn't happen at all. Internet-scale is no…

Andreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle And Andreessen should be listened in this field because.... ? Serious corporations go for IBM, Oracle, SAP and the likes. They want stability and someone to show up and fix when things go wrong. Most of the 'startups' Marc is talking about, will be not be here 5 years from now. What was Marc's last good in…

His point remains accurate regardless of his investing prowess. Startups aren't investing in Oracle licenses today and they were 10 years ago.

Re: Oracle Calls Out Autonomy CEO

#28

Post by mikeryan »

itswindy wrote: post #24
freejack wrote: post #17

Earlier quoted context omitted.

New software license sales and renewals are both down year-over-year as a percentage of overall sales. It might just be a blip, but I read it as a weakness in their core business. I think the size of the enterprise segment is shrinking - as Andreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle licenses. Nowadays, it doesn't happen at all. Internet-scale is no…

Andreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle And Andreessen should be listened in this field because.... ? Serious corporations go for IBM, Oracle, SAP and the likes. They want stability and someone to show up and fix when things go wrong. Most of the 'startups' Marc is talking about, will be not be here 5 years from now. What was Marc's last good in…

Skype, Facebook, Zynga, Twitter, Jawbone and Box.net are all in the Andreeson Horowitz portfolio. He seems to be doing fine.

Of note, he's also on the HP board of directors

Re: Oracle Calls Out Autonomy CEO

#29

Post by JonnieCache »

5hoom wrote: post #7
DrJokepu wrote: post #5

This is incredibly juvenile and unprofessional. Start acting like grownups.

Agreed. This is a really weird press release for Oracle to serve from their flagship website. Even the Notch v Bethesda back & forth was orders of magnitude more civil…

I for one would pay double to witness an Ellison vs. Lynch q3a showdown.

Re: Oracle Calls Out Autonomy CEO

#30

Post by toyg »

eftpotrm wrote: post #16

I forget where, but I once read an article suggesting that one of the big problems Microsoft has faced in the past 10 years is that, after the DoJ suit and the ruling of it as an abusive monopoly by Judge Jackson, they missed out on a lot of good new developers simply because they didn't want to work for that sort of company. I don't think my opinions of Larry Ellison had been high for some time, but recent actions a…

Do you really think Larry cares about what some uppity yankee hipster thinks about his company? These days, a lot (most?) of Oracle software is built in India, Eastern Europe, etc. Developers in those countries don't care about this sort of things, they care about the cold hard cash Oracle have in their coffers, which they get by selling products over geeks' heads (i.e. to their bosses' boss).

Wage inflation in developing countries is much more of a problem for Larry than "boardroom etiquette".

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