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Enterprise Software - Wednesday, March 29, 2006

Larry Wins; ORCL Investors Do Not

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We just remembered that in addition to owning 60% of NetSuite, Larry Ellison was also a major investor in Salesforce. So the dude is making a lot of money from enterprise software that is not owned by Oracle. Which begs tha question: if there is so much value in NetSuite and Salesforce.com, shouldn't Ellison have built these companies within Oracle?

It's fine for people like Ray Lane who are no longer with Oracle to own Oracle competitors, but last we checked Ellison is still Oracle's CEO. Its hard to imagine Steve Ballmer investing in open-source software startups that compete with SQL.

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