
TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Oracle's Competitive Landscape
This chapter critically analyzes Oracle's standing in the tech industry, juxtaposing it with legacy players like IBM. It highlights Oracle's struggles in the cloud market, the implications of leadership changes, and customer retention challenges due to the stickiness of its relational database systems. The discussion also reflects on Oracle's revenue stability against declining trends of competitors, questioning its long-term growth potential in a rapidly evolving tech landscape.
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