@keyboardg
Resonates: “The big risk is when the software companies fold, Oracle is stuck with the infrastructure bill and real estate. Oracle raced to land grab with limited upside and all the risk” - as only someone who knows govt will bail them out can afford to do… (others have to act in line with their risk assessment)…

#USPol #OracleSoftware #riskAssess #infrastructure

@nixCraft @nivrig