Shad on The Motley Fool:

Meanwhile the emerging and disruptive market we now know as the cloud was erupting with completely new ideas on how information would be created, stored, shared, and mined. Oracle has always played the playground bully with its customers exhibiting a take-no-prisoners attitude with any software renewal or up-sell opportunity.

Everyone one of our ECM customers is working on a legacy software replacement strategy, and not a single strategy includes upgrading the software in use by renewing their subscription.