Oracle is about to release earnings. Ponder the Black Swan calming floating nearby.
Oracle applications are legacy bound. Movement to cloud is risky and not welcome by/for many large well-paying customers. This process will go slowly as neither vendor or buyer want to move quickly and disrupt a proven thing.
Oracle has a history of slow acquisitions. Trend lines must be in dark black double lines. Cloud is an uncertain future. No one can see through the cloud. Oracle is in danger of realizing it is too far behind and then spending like a drunken sailor.
The Black Swan risk is when they realize they are too far behind and they try to spend their way out. Instead of a poker games they play roulette and buy all the red chips and all the black chips and forget about the zero.
George Gutowski writes from a caveat emptor perspective.