Re: What would you ask the Oracle president?
Mark and I have some mutual acquaintences, apparently including you virtually anyway, but we've never met. I appreciate his candid view on the industry--more credible than most with less spin.
My question for him/Oracle and other market leaders in the enterprise -- in addition to the one already asked about where the growth is coming from in the industry, is whether he believes as I do that the service model was taken too far.
As you may have noticed in my comments on LI, I sent Lou/IBM a letter on the brilliant strategy at IBM at the time in mid 1990s, and he responded with interest. However, the rise of the integrationist model and related conflicts became so massive that based on my research the economics of the model wasn't sustainable, it just took a few years to manifest in the numbers. Something had to change and it had to be big.
Is he concerned with the sales growth numbers in enterprise IT leaders? What message is it sending to him?
I'm very curious to see if his view is similar to what we are hearing direct from customers and chief influencers.
Thanks, Mark Montgomery @kyield