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| Subject: Re: Microsoft and ORCL | Date: 10/24/2018 7:44 PM | |
| Author: SirGhost | Number: 4509 of 4519 | |
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Little bit ago (say June/July), I revisited my thoughts on ORCL. Essentially, my personal reason for being in ORCL was the growth of the cloud and the need of data storage and organization (i.e. database) associated with all the cloud applications. I found I did not believe ORCL was showing progress to justify such a thesis. They still have a plenty of legacy installs that will be relevant and critical for years -- but I no longer accepted the thesis that they would reach such a strong position in the cloud. So I sold and bought MDB. MDB may not be the winner. Heck, there may not be *one* winner. I do think, however, that they better fit the the thesis and have shown more progress towards that thesis. MDB certainly is more volatile - so I wouldn't say it is a replacement for ORCL in any and all portfolios. Rather, it depends on one's thesis. I might also agree that MSFT has demonstrated more progress than ORCL against a thesis of cloud services. What's your reasons for ORCL? MSFT? I can make no comment on Pro's thoughts on the comparisons. Best- SirGhost |
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