Ellison clearly is taking the company seriously. He has mentioned Workday six times on Oracle’s past two earnings conference calls, by bragging about winning deals against his relatively little rival, or talking trash about why Workday’s products will stumble technologically. Observes Materne: “Ellison has been talking about them like they’re a $10 billion company,” when in fact Workday’s revenue this year may be $338 million, a fraction of Oracle’s projected $39 billion.
(Curated by Dennis Moore. Read the complete article here)