I posted some insta-analysis on Oracle’s (ORCL) acquisition of BEA Systems (BEAS) this morning and distributed it among my network of friends and contacts. Their responses were interesting — and worth sharing.
One friend, a sharp-eyed historian, likened Larry Ellison’s role in enterprise software to J.P. Morgan’s consolidation of U.S. banks a century ago.
I didn’t know about the boats!
A keen small-business owner who toils far from Silicon Valley weighed in thusly:
A correspondent of mine who is a true tech guy inside a really big diversified company had this guidance on the relative deadness of enterprise software:
A tech lawyer I know – but haven’t seen in ages! – quibbled with my praise of Ellison’s vision:
Another legal eagle who knows his bits and bytes had this to say: