About Me
I’m Charles Fitzgerald and this is my blog. I write infrequently and nominally on the economics of platforms, or whatever else captures my interest.
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Tag Archives: Oracle
PHuW!™
I have a theory that companies peak soon after they make big, bold, public and very round revenue forecasts of fifty billion or more. Basically, they’re so busy trying to grow to the sky they miss important changes in the … Continue reading
More SORE
Larry Ellison is banging the drum about how Soracle is serious about keeping Sun’s hardware business. What should we conclude from this? That Oracle desperately wants to get rid of Sun’s hardware business…
Soracle
Proposed stock symbol: SORE Customer line: “I’m a SORE customer…” Rejected names: Sunacle? Too close to Unocal. Orasun? Sounds like a cloying dental product. Orsun? You could easily swap Ellison for Hearst in the remake of Citizen Kane… Ok, so … Continue reading
MySQL or My Bad?
I was wondering a few months ago how Sun’s MySQL acquisition would impact their relationship with Oracle: How has the MySQL acquisition by Sun impacted the relationship with Sun’s biggest historical partner, Oracle? I may be misjudging Oracle’s leadership, history … Continue reading
Oracle BEArs Down
With a $6.66 billion (numerologists take note) unsolicited, all-cash bid for BEA Systems, Oracle further cements their role as the new Computer Associates, i.e. the ecosystem scavenger. BEA seems to have accepted they’re in the endgame, quibbling only about valuation and not … Continue reading
The Much Misunderstood Larry Ellison
It is not often I rally to Larry Ellison’s defense. In fact, it has never happened, unless you count that incident involving two underage interns, the failed MiG fighter acquisition and ten thousand cubic yards of Jello, but the legal settlement thereof bars further elaboration. Larry recently made … Continue reading
A New Approach to Earnings Calls?
I find the things I’d most like to blog about I unfortunately really can’t blog about (you’ll have to wait for my book). So I have to take advantage of industry events in which I don’t have a stake. The … Continue reading