Oracle may slow down in terms of giant acquisitions, but the company still needs to remain competitive.The company is currently weak in a number of areas, specifically mobile and social networking software and I could see acquisitions in these two areas.Another area I can see Oracle making an acquisition or investing internally would be on what is becoming the standard in enterprise-ready cloud computing technology, Hadoop.Hadoop is an open source project by Apache, which encompasses a framework for processing and querying incredibly large amounts of data on large clusters of computers.We’ll see what Oracle will do, but I don’t see them sitting still on the acquisition front.
I still think though they're in a lull at the moment, they'll manage to wade through the waters of the moment and stay strong. They hold alot of patents and the IP behind alot of good innovations yet to be seen.
I think I would agree with Oracle's opinion here that technological companies are somewhat overvalued. Given Oracle's experience in acquisitions and their considerable success, the opinion becomes more credible. However, it would be interesting to know what measures and principles they use to determine the right value of a company. I think that information can be very useful in evaluating other companies as well.
I agree with Larry Ellison view that assets are wildely overpriced. We have seen how some of the recent IPO's listed at very high premium and how everyone is concerned about another tech bubble. I am sure these prices will correct once investment dries up.
Oracles stock price hasn't gone up for many years. Although the company is doing well and has alot of cash, it really means nothing for shareholder to own the stock. I would think twice when it comes to investing in the high tech stock such as oracle
I guess it's all relative when it comes to stock price. I don't think there are any real 'steals' nowadays when it comes to tech stock picks. I have alot of friends that jumped on the tech bandwagon after the economic downturn banking on the fact that the tide would turn and make some nice returns. Most have been surprised to find that if any dividends were earned, they were significantly less than projected. So Oracle is in that bubble as well. In time, once the investor/consumer fears and paranoia subsude more and become more bullish, you will see Oracle ticker going up again.
@t.alex - Oracle has many competitors, but it depends on the business and application, since Oracle is involved in many business activities (databases, servers, appliances, software applications, etc.).But from an overall competitive landscape, I would say that the top three competitors are: IBM, Microsoft and SAP.
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
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Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Euro-Crisis: What It Means for High-Tech Firms Join EBN Editor in Chief Bolaji Ojo and Contributing Editor Jennifer Baljko on Thursday, July 12, at 10:00 a.m. EDT for a Live Chat on high-tech and Europe's economic difficulties.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
While no one really can accurately predict the future, we can take guidance from another Drucker saying which is the best way to predict the future is to create it.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.
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