“Oracle, Cisco, and VMware are all trying to nab a share of a new market that could be worth $37 billion. This market goes by a couple of names including ‘network virtualization’ and ‘software-defined networking.’ …This is how next generation cloud-computing data centers are being built. … Meanwhile, everyone is lining up to eat Cisco’s lunch.”
– Julie Bort, writer for Business Insider
“Microsoft is in a position to take advantage of the biggest lesson learned from Apple, that software and hardware must be tightly integrated to provide the best user experience. That could be built right into a Microsoft line of Windows 8 PCs which would blow the competition away. … It’s time for Microsoft to take the PC by the horns and own it. Do it the way it should be done and consumers will come.”
– James Kendrick, writer for ZDNet
“The cloud is opening up while Oracle is folding inward. … Infrastructures that interoperate will become the norm. … I don’t think Oracle will follow that path. Oracle wants to control it all. From the infrastructure level to the top of the stack – Oracle sees itself as the king of IT. There’s just one problem. The kingdom is not what it used to be. And King Larry is not having much luck quieting the rebellion.”
– Alex Williams, blogger at Seeking Alpha
“There is no question that Salesforce is a great company with excellent products, smart employees and legions of dedicated followers. But it’s important to remember that there is a big difference between a great company and a great stock. And right now, based upon earnings, this stock looks like a real lemon. The market has proven time and time again that these nosebleed valuations are unsustainable.”
– Michael Vodicka, president and founder, Vodicka Group Inc., a registered investment advisor
“[Silicon Valley’s] not the only place to be, I think. … Honestly, if I were starting now, I just would have stayed in Boston.”
– Mark Zuckerberg, co-founder and chief executive, Facebook