tag:blogger.com,1999:blog-3366778.post8937139941676306121..comments2023-10-05T06:39:23.540-04:00Comments on Peter O'Kelly's Reality Check: Platformonomics - Oracle BEArs Downpbokellyhttp://www.blogger.com/profile/18207982160283918003noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3366778.post-50204879107422100112007-10-15T06:36:00.000-04:002007-10-15T06:36:00.000-04:00Thanks for the comments -- some quick replies:Re #...Thanks for the comments -- some quick replies:<BR/><BR/>Re #2: not sure I agree; perhaps former investment bankers are not inclined to cater to current investment bankers<BR/><BR/>Re #4: ironic but truepbokellyhttps://www.blogger.com/profile/18207982160283918003noreply@blogger.comtag:blogger.com,1999:blog-3366778.post-4509671815494706042007-10-13T14:43:00.000-04:002007-10-13T14:43:00.000-04:00Peter,To continue the discussion:2.) Whereas Micro...Peter,<BR/><BR/>To continue the discussion:<BR/><BR/>2.) Whereas Microsoft seems to completely ignore Wall Street in favor of its long term strategy, I argue Oracle is on the opposite tack. The company is run by investment bankers, the acquisitions carefully managed to show top-line growth and it is working for their stock. The question is whether it is a good long-term strategy.<BR/><BR/>4.) There is an argument to be made that Tuxedo is the strongest part of BEA’s business. But it is very small, albeit very deep, customer base.<BR/><BR/>-- CharlesAnonymousnoreply@blogger.com