Oracle

  • 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 a statement which people are assuming is just a typical, cynical, self-serving, Machiavellian exercise in spin…

  • 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 Oracle-SAP super heavyweight bout falls into this category except it hasn’t really turned into a…

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