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Oracle Calls Out Autonomy CEO

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Re: Oracle Calls Out Autonomy CEO

#31

Post by bennylope »

phillmv wrote: post #19

The most interesting thing about this story is just how poor that Powerpoint presentation is. It's professionally put together, but if I someone tried to use these as slides during a presentation I'd want to tear my eyes out.

It's classic consulting/finance style, typically meant to be read as a document (a "leave behind") rather than presented on a screen.

This does not stop consultants from presenting such decks. And yes, those presentations will make you want to tear your eyes out.

Re: Oracle Calls Out Autonomy CEO

#32

Post by toyg »

forgotAgain wrote: post #15

Possible scenario for Oracle actions: A) ridicule HP into dropping Autonomy bid B) because of A the stock price of HP drops significantly C) Oracle buys HP D) Mark Hurd gets his HP executive washroom key back.

What about this? (not a joke) A) ridicule HP into dropping Autonomy bid B) because of A, the stock price of Autonomy crashes C) Oracle buys Autonomy D) Mike Lynch gets fired

Re: Oracle Calls Out Autonomy CEO

#33

Post by castewart »

JonnieCache wrote: post #29
5hoom wrote: post #7

Earlier quoted context omitted.

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.

This! We'll watch it on Chill.com and serve e-popcorn

Re: Oracle Calls Out Autonomy CEO

#34

Post by taariqlewis »

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…

Don't be surprised we see Andreesen gladly selling his companies should Oracle come knocking with a few hundred million or billion.

Re: Oracle Calls Out Autonomy CEO

#35

Post by hello_moto »

freejack wrote: post #27
itswindy wrote: post #24

Earlier quoted context omitted.

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.

Correct me if I'm wrong.

Google, Apple, Facebook are all using Oracle albeit not for their main consumer-facing product but more for internal systems that performs e-Commerce functionality.

Re: Oracle Calls Out Autonomy CEO

#36

Post by itswindy »

mikeryan wrote: post #28
itswindy wrote: post #24

Earlier quoted context omitted.

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

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

He bought FB way too late than most others. What valuation did he buy in Zynga, Twitter etc than we'll talk? Jut because they're 'hot' now doesn't mean that they'll make him money later.

Re: Oracle Calls Out Autonomy CEO

#37

Post by hexis »

toyg wrote: post #30
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 devel…

yankee?

Re: Oracle Calls Out Autonomy CEO

#38

Post by CaptainZapp »

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…

While I agree with your general assessment I disagree with your conclusion.

See, Oracle is not (and never was) a technology company. They are a huge marketing and sales organisation that happens to dabble in technology products.

The carnage of Sun top engineers after the takeover should tell us something.

That said, I think it's a dumb, childish and immature move.

2 Minutes of LOL and gufaw! As a believer in kharma (in the metaphorical sense) I think that will come back and bite.Messrs. Hurd and Ellison.

Re: Oracle Calls Out Autonomy CEO

#39

Post by eftpotrm »

hexis wrote: post #37
toyg wrote: post #30

Earlier quoted context omitted.

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 devel…

yankee?

Yes, as a Brit I was quite surprised about that ;-)

As for the other side, there's not just the issue of who builds for them but who builds with them. If the industry perception of Oracle becomes establised that they're awkward, litigious and have an attitude problem, who's going to buy the licenses and build products against their platform?

Re: Oracle Calls Out Autonomy CEO

#40

Post by demallien »

darksaga wrote: post #26
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?

Yes. It does give Autonomy an easy out: "Sure Oracle, we did pitch selling ourselves to you - on the morning of April 1st! Didn't you get the joke?!?! Joke aside, the meeting was indeed as we described in our first response."

Either that, or the two companies are actually having a joke at our (tech industry watchers) expense.

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