All You Can Do Is All You

I Saw That We Needed To Grow But Our Top Line Wasn't Growing, So We Had To Find Other Ways To Grow The Business. We Had To Reshape Our Business And Acquire Share In A Non Conventional Way. But Most Tech Leaders Don't Come Out Of A Business Background. They Really Have A Parochial Point Of View. All They Know Are The Go-go Years Of Silicon Valley. That's The Environment In Which They Were Raised.

... Don't Mistake Any Of This For Altruism...fear And Greed Just Doesn't Work. If You Want To Be Successful, Quality And Service Just Works Better.

You Have To Take A Broader View And Realize This Is An Industry Like Any Other - Telecoms, Railroads; They Went Through Consolidation. Why Shouldn't The Computer Industry Be Any Different? This Shouldn't Have Been A Surprise To Anybody But It Seemed To Be, And A Lot Of People Thought I Was Nuts When I Said These Things. And That's Why They Are Alone As A Consolidator.

I Have Run Engineering Since Day One At Oracle, And I Still Run Engineering. I Hold Meetings Every Week With The Database Team, The Middle Ware Team, The Applications Team. I Run Engineering And I Will Do That Until The Board Throws Me Out Of There.

Because Software Is All About Scale. The Larger You Are, The More Profitable You Are. If We Sell Twice As Much As Software, It Doesn't Cost Us Twice As Much To Build That Software. So The More Customers You Have, The More Scale You Have. The Larger You Are, The More Profitable You Are.