[Guthur]

Hiring talent is hard and risky, especially in an area that you are actually expert.

The more risk option is the just acquire a company that's done it all for you.

Of course that does leave the merging part. But on paper it looks fast and easy.

[mmrezaie]

Dicipline of the company is more important than the talent. Oracle has a lot of talent, but they lack the discipline of generating anything novel. They buy the idea. Anyhow semi-conductor industry is different. Apple or Amazon played it in my opinion better although in vastly different markets.