Thursday, October 28, 2004 Forget PeopleSoft, Larry Forget PeopleSoft, Larry: "Now that Oracle has cleared all regulatory hurdles to acquire PeopleSoft, should it bother?
Oracle doesn't really need to buy an applications company as much as it needs an infrastructure company. Despite years in the trenches, only 14% of Oracle's revenue in the fiscal first quarter, ended in August, came from applications. The rest was from its mainstay database business and related products."
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