UPDATED 13:41 EDT / SEPTEMBER 25 2016

Weekly Review with John Furrier and Peter Burris: Twitter, don’t sell! And can Oracle be a growth stock? #Podcast

Welcome to the new Silicon Valley Friday Show with me – a weekly entertaining look at top stories in Silicon Valley. Join me weekly or subscribe.Cubecasts

It has been tons of fun to get our new weekly podcast show called the Silicon Valley Friday Show. We are now on episode No. 3.

Show Format:  Primarily audio with video companion. 

A 30-minute live show in our Palo Alto, CA studio every Friday at 8 a.m. Pacific with me and guests talking about what’s going on in and around Silicon Valley.

There are three main components to the show for your listening pleasure:

  1. Top observations on the front lines: We do a rundown the most important stories in Silicon Valley extracting the impact and relevance to listeners.
  2. Big picture: We tease out the big picture in the technology business and connecting the dots on where the trends are and who the top players are.
  3. Featured segment: We do a drill-down on the most important story with analysis and discussion with experts.

This week’s main conversation: This week we talked about the Twitter buyout rumor, the Yahoo hack, Oracle OpenWorld highlights, Apple’s car effort called Project Titan, Apple’s rumor of investing in or buying the luxury car manufacturer McLaren, the initiative by Mark Zuckerberg and his wife Priscilla Chan to donate $3 billion to solve all diseases of children, Amazon becoming the fourth most valuable company in the world, and finally whether the growth stocks in the cloud computing era will be technology companies or the non-tech companies that use the cloud to transform their businesses.

Listen Now:

Sept. 23 show with guest Peter Burris: Twitter, Don’t Sell! And can Oracle be a growth stock?

Some details of the podcast:

Twitter was involved in a rumor of a buyout by Salesforce.com and Google, with reports that Microsoft and Apple were also in the mix. It has been over three years since Twitter’s IPO, when it was being viewed as a social network. In my opinion, Twitter is misunderstood. Facebook’s success has cast a shadow on Twitter, but Twitter is a different animal than Facebook. Twitter is not a social network as much as it is a communications backbone. As Peter Burris mentioned, content can create community. This is the main value of Twitter and it is something that could drive lots of growth.

Oracle is all about the cloud. You see it in the senior management positioning where the company is trying to control the messaging. The constant drumbeat of cloud cloud cloud is great for clarity and in my opinion, Oracle is missing out by not talking about its other technologies and products.

The question for customers is: Do you want more Oracle? That is the fundamental question that executives at most of the Global 2000 should ask themselves as they make cloud decisions over the next few years. Oracle’s silicon-to-software integration reaps big performance returns, which — according to its benchmarks — will pay back in the form of less capacity purchased relative to other options. Faster and cheaper almost always is better.

Lots more in the podcast.


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