I’m literally walking out the door for a long weekend, but I do want to respond to Phil’s critique. In the meantime, allow me to remind you that I was well ahead of the curve in predicting that Oracle would go the subscription route in order to better compete with SAP.
Â» Wither Oracle, SAP, et al? (Pt 1) | Software as services | ZDNet.com
That’s why I believe Oracle is making the smart bets on this particular point while SAP is still heading up a blind alley.