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October 30, 2006 Business Software Platform Vendor Profile: OracleThe Company Has The Richest Applications Portfolio But Has Gaps Elsewhereby Merv Adrian with Christopher Mines, John R. Rymer, Paul D. Hamerman, Lucy Fossner, Emily Van Metre |
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Many enterprise software sourcing executives want to reduce the number of business software vendors that they use. Oracle offers more packaged business applications than the other Big Four players — IBM, Microsoft, and SAP — and increasingly wins customers with its strong portfolio of runtime middleware products. However, despite its leadership in the DBMS market, Oracle has gaps in its information management and architecture and development stacks, and it is clearly not focusing on the management and security elements of IT infrastructure. Therefore, Oracle today is not a candidate for single-vendor status in those areas. Clearly strong where it plays, Oracle must continue to enhance its portfolio if it hopes to capture a higher share of software spend in its target audience. In the past few years, it has acquired packaged applications and other products aggressively; we expect that Oracle will focus on additional parts of the portfolio, such as content management, security, and business intelligence (BI).
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Packaged Applications, Application Development, Application Infrastructure Technologies, Architecture & Technology Strategy