I like the fact that there's consistency in the sector, ... Oracle is saying good things and SAP is saying good things. It's more of the news flow being consistent across the board rather than one [company] saying things look great for next quarter.

In late 2003, those big names, Siebel, Oracle, SAP, they all decided over a period of months that the previous story of solving this totally with their suites was really not going to fly anymore and they needed an additional approach … which was to propose an e-central CDI system.

The 'private sector' of the economy is, in fact, the voluntary sector; and the 'public sector' is, in fact, the coercive sector.

Oracle's got 100+ enterprise applications live in the #cloud; today, SAP's got nothin' but SuccessFactors until 2020.

I'm not saying we are playing our best, but we're playing well. Consistency. Discipline. We're not giving up too many scoring chances, and we're staying with our game plan.

We're betting he's the next CEO of Oracle so you better get to know him if you don't already,