"Oracle is the giant cockroach of the IT business -- it thrives under any conditions. That's because Oracle, though based in Silicon Valley, is not of the Valley. Ellison long ago came to understand one of the fundamental truths about the corporate IT business: there's more money to be made in exploiting old technology than in pioneering new technology. Hedge your bets, bide your time until the cash begins to flow, then make your move."

– Nick Carr, Rough Type, "Shooting at clouds"

(Link: Techmeme)