EXCS and other items will be in the other 3rd party clouds soon ?
Total Capitulation ?
Do we believe to be true ?
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ORCL has it's earnings call on 3/14/24. Let's see if they announce any 3rd party cloud deals around that time. No clue what happens....
Been waiting on GCP and AWS tie ups summer since last year. Nothing has happened.
Yes, true for GCP
Google.
facts please not hearsay.
“ Positioning for the eventual transition at the top. “
No one lives forever.
Source?
If total Capitulation then, difference could very well be mid mgmt reorg. Internal accounting control procedures, accountability!
Positioning for the eventual transition at the top.
Honestly, whether true or not, what difference will it make?