[sarajevo]

The Enterprise ONLY strategy worked really well for Oracle (and other in this segment) for decades - Cloud certainly changed this forever, as it brings prices down and introduces more flexibility for the customer.

It was only in 2014 that they started to feel the pinch as it relates to numbers (they knew it was coming long time ago - e.g., hence HANA for SAP and massive investments by Ellison into NetSuite) - over last six months things have accelerated to the point where they will have to make drastic cuts very quickly. So, the floor is dropping so fast all of them (large enterprise software players) are panicking...

For example, look what we had at the same Oracle board, 11 months ago, it's a summary of Trip Chowdhry's (Industry analyst) predictions on how 2016 will play out - he was almost spot on: https://www.thelayoff.com/t/FFbUNu9

This trend will only accelerate in 2017 and it will take some major realignment effort for the companies at issue to survive. I'd give it up to 18 months for things to play out and I believe that we'll see a massive wave of mergers and large scale layoffs.