SAP, and Oracle, and IBM, oh my! ‘Cloud and AI’ drive legacy software firms to record valuations
There’s something of a trend around legacy software firms and their soaring valuations: Companies founded in dinosaur times are on a tear, evidenced this week with SAP‘s shares topping $200 for the ...
SAP is more responsible for our leadership position than we are. It was a combative Larry Ellison who had his German nemesis firmly in his sights as he co-hosted the Oracle Q3 post-results analyst ...
Larry Ellison’s acquisition tear over the last few years is well documented. The bitter, but ultimately successful takeover of PeopleSoft. The Siebel acquisition. And, last spring, Hyperion, at the ...
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