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by zapita
3065 days ago
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You are right. I was extrapolating future scenarios where Oracle or SAP trip up in their race to the Cloud, causing a major drop in their stock. Honestly it's a pretty realistic scenario, it's not a secret that the Dell, HPE, SAP and Oracles of the world have serious challenges ahead of them. One of them is bound to hit an attractive price, and for a bold and deep-pocketed suitor to act on it. The question is when? |
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