Ellison, Old Friends in Software Showdown
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Oracle Corp. CEO Larry Ellison knows all about battles with old friends. After all, Oracle just pulled off high-profile takeovers of PeopleSoft Inc. and Siebel Systems Inc. - a pair of rival software makers run by former subordinates who turned against him. Now, Ellison is straddling another set of fractured friendships in a drama unfolding around Salesforce.com Inc. and NetSuite Inc.The pioneering upstarts - conceived by a younger generation of Ellison's corporate progeny - have been helping steer the business software industry in a new direction with applications that are accessed directly over the Internet. Once considered a crazy idea, the concept of online, or "on-demand," software has turned into a hot market as thousands of companies decide they would rather lease applications monthly than pay an upfront licensing fee and then deal with the costs - and headaches - of installation, maintenance and the inevitable software upgrades.
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