Larry chatting to forbes and his thoughts on the ERP consolidation.
"You have to take a broader view and realize this is an industry like any other--telecom, railroads. They went through consolidation. Why shouldn't the computer industry be any different?"
"This shouldn't have been a surprise to anybody. But it seemed to be, and a lot of people thought I was nuts when I said these things. And that's why we're out there alone as a consolidator. "
Larry also mentioned that Oracle could buy BEA Systems or buy BusinessObjects, the largest business intelligence vendor.