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- Judith has it half right
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I think Judith has got it part right and part wrong. Oracle?s acquisition strategy has put them in a position to bring their customer acquisition cost to about half of the rest of the market. This is what has enabled them to not only increase revenues, but also bolster their profitability above market norms. So you?re right that it?s about leveraging an installed base. That?s why their acquisition strategy is about filling gaps in their portfolio.
But I would say that you?re not giving them enough credit for the integration of the companies they?ve acquired (roughly 1 per month over the past 3 years including mega purchases of Siebel annd Hyperion). Many times integration kills the acquiring company, but Oracle has thrived in the process.
About your comments on innovation, I think that your view is too narrow. Fusion as a toolbox is not about innovation. It?s about enabling innovation. I don?t think that any company?s middleware is truly innovative, so I don?t think it?s fair to call Oracle out. The real promise of SOA is to create a more agile environment to meet customer needs more quickly.
But if you want Innovation, look at the new social mini-apps that Oracle launched as part of their CRM OnDemand product (http://glenngruber.blogspot.com/2007/11/seriously-cool-oracle-crm-ondemand.html). They are really cool. - Posted by: ggruber66 Posted on: 11/26/07 You are currently: a Guest | Members login | Terms of Use
Judith has it half right
ggruber66 | 11/26/07
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