[mutkach]

They seem to be betting on multiple things happening at once - as indicated by recent projections by their CFO, following Oracle's own insane projections. They are betting on demand rising exponentially and somehow keeping up with it using a consistent monetization model - which is not there yet. I am not a finance person, but I wish more people with qualifications - and hopefully unaffiliated with any party - scrutinized all those claims and projections.