"Larry Ellison believes that a software company has to have two world class products if it is going to have a long life" reports Robin Bloor in this it-analysis.com article. Microsoft has it with Office and Windows; IBM has it with DB2 and Websphere; and Oracle has it with the Oracle Database and Oracle Applications.
After that, however, the article points out BEA, SAP and CA, traditional competitors to Oracle, who have just one product and are therefore in danger of being squeezed out of their one market. This, apparently is why Oracle are so keep to snap up Peoplesoft, as Applications are the weaker of their two killer products, and it also explains why all Oracle's competitive attention is going towards Microsoft and IBM.
12:42:49 PM
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