I gave my opinion on Oracle elsewhere in this thread. Basic just is that Oracle will be fine because they're a business software company -- all the companies on this list are manufacturers of technology infrastructure products. The model through which companies acquire tech infrastructure is changing from a product model where infrastructure companies build/design differentiated products to a services model, where a much smaller number of companies are buying increasingly commoditized infrastructure hardware and selling access to it as a service.
Oracle doesn't do this; the bulk of their value comes from software that is much more difficult to replicate.
Oracle doesn't do this; the bulk of their value comes from software that is much more difficult to replicate.