This seeking alpha dude is a clown. He is LONG on Oracle and is praying he doesnt get his a-- handed to him.
Its coming though. The "reorg" is coming in June / July and the shake out has already started. No big "layoff event" perse, but the usual cleaning out of sales personnel (reps, managers, SC's, CSM's) at the year end when the new comp plans roll out and the strategy cette année is revealed.