What happens to the Microsofts, Oracles and IBMs of the world is that when they get big enough, they don't think they need to bring that same level of focus and energy to the end-user experience.
Sentiment: NEGATIVE
Oracle's got 100+ enterprise applications live in the #cloud; today, SAP's got nothin' but SuccessFactors until 2020.
The opportunity ahead for Microsoft is vast, but to seize it, we must focus clearly, move faster, and continue to transform.
Every time we've moved ahead in IBM, it was because someone was willing to take a chance, put his head on the block, and try something new.
We make a significant effort at Oracle to focus the organization on making customers successful in how they deploy Oracle technology and transform their business through IT.
IBM has research and development; so do Microsoft and Nike and even Jose Andres. But there hasn't been enough R&D on feeding people in the Third World. This has to be part of the process; if not, we'll keep throwing money at the problem instead of investing in true solutions.
We got bigger, much scarier competitors. We ended up with Microsoft, a company with all the money in the world, the way I look at those guys. And IBM, another company that, historically, dwarfed us.
IBM has a very solid business image.
Well, developers do want to touch a lot of customers. We have to make our platform very popular in order for them to do that. If we make their jobs easier, then they'll be more likely to stay on the Windows platform.
In 1986, Microsoft and Oracle went public within a day of each other, and I recall telling one of my colleagues that the software business will become big. So I started working with software companies in the mid-'80s and never turned back.
I think the way IBM has embraced the open source philosophy has been quite astonishing, but gratifying. I hope they'll do very well with it.
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