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Why is nobody talking about Oracle's imminent demise?
- JCW2001 5mo agoThe numbers here are staggering... Oracle spending ~$340 billion to build infrastructure that generates ~$75 billion annually, financed almost entirely with off-balance-sheet debt, while its free cash flow is negative $24.7 billion. Yikes.
- rvz 5mo agoThere are too many moving parts in this financing musical chairs game. At some point it is going to leave some players without a chair.
- cjbenedikt 5mo agoHe's backed by you-know-who. What can go wrong.