Summary:

Bill Burnham: “When you net it all out, from even an optimistic perspective, Oracle looks to be paying about a 50%+ premium for a business that is growing about ½ the rate of Veritas and producing far less in absolute dollar profits.” This is a must […]

Bill Burnham: “When you net it all out, from even an optimistic perspective, Oracle looks to be paying about a 50%+ premium for a business that is growing about ½ the rate of Veritas and producing far less in absolute dollar profits.” This is a must read piece on Oracle and Symantec’s acquisition strategy by a man who spent too many years in the software trenches.

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