This has got something to do with wock myte :)

Just when we all thought Oracle was done shopping (at least for now)after spending
more then $20 billion USD in the last 3 years, we got the news of yet another acquisition,
case in point Hyperion Solutions. Starting January 2005 we saw Larry implementing the then
new growth strategy which puts vertical market product acquisitions squarely in the center.
Oracle believes that for it to reach its 20% growth target for the next 5 years it has to
pursue the new strategy as it can no longer rely on just organic growth. Oracle's chief geek
executed this strategy by targeting industry segments such as retail, government, and financial
services, where key rivals like SAP and Baan have not yet found a huge audience (Baan ERP is
now owned by infor and is known as SSA ERP LN, It is basically Baan ERP project "Gemini" that
runs on Unix servers).

The only thing left to be seen now is how oracle leverages these pure play acquisitions
and makes them work with its core competencies, if Oracle is able to actually deliver on
its promise and pull it off, it will be a success story that will be taught in business schools
and told in corporate boardrooms for years to come.


Since I have long been working on Portal Infranet Billing System implementation extension and deployment,
therefore that acquisition last year was of particular interest to me, one thing that strikes me
immediately is that with Portal Infranet and Siebel, Oracle is now the only enterprise solutions
provider that can provide a truly end to end single vendor CRM solution for Telecoms and ISPs,
and if you tie in to this equation PeopleSoft, it becomes a solution that can give SAP executives
many a sleepless nights.

Just added (Saturday March 31st 2007): I saw another news release regarding Communications Billing
and Revenue Management System (CBRM, previously Portal-Infranet) being now available for the Linux
platform, I think given that linux is the one of the most deployed web hosting platform,
its a very smart move on behalf of Oracle to align themselves with the open source platform,
though I think if given the fact that MySql is maturing very nicely and is catching up with many
of the features readily available with Oracle, MySQL will be the first database choice for all
those willing to host on an open source database.

I guess Oracle's remedy for that is theInnoDB and SleepyCat (Berkeley DB) acquisition. everything
has a sale price and Larry seems to always make an offer no one can refuse.