You have to take a broader view and realize this is an industry like any other - telecoms, Railroads; they went through consolidation. Why shouldn't the computer industry be any different? This shouldn't have been a surprise to anybody but it seemed to be, and a lot of people thought I was nuts when I said these things. And that's why they are alone as a consolidator.
Larry EllisonIn order to grow at this pace, there will have to be a couple of acquisitions along the way. The tricky thing is to grow at this rate and maintain a 40 percent operating margin.
Larry EllisonWhat can a sales person say to somebody to get them to buy a product that they already use every day if they don't like it? Nothing.
Larry Ellison