Question-and-Answer Session
Operator
(Operator Instructions)
We will go first to Jason Maynard at Credit Suisse.
Jason Maynard - Credit Suisse
Larry, please follow up on a couple of the points you were making regarding competition against SAP. As you look out over the next year or so, do you see the share gains against SAP accelerating? Are you specifically still thinking that you are going to be taking share, perhaps not just only in the core markets but also in terms of the next generation middleware platforms around SOA?
Larry Ellison
Well, I think it’s hard for our share gains to accelerate. I mean, SAP’s growth in their most recent quarter was 8% and our growth in our last two quarters was over 80%, so I cannot imagine that our rate of gain will accelerate, but I think our rate of gain against SAP will stay very, very high. I think it includes gains in ERP, gains in CRN, and gains in industry-specific applications.
Also, Oracle middleware is more prominent in SAP shops than NetWeaver is, so we are already ahead of NetWeaver, not only overall, but we’re ahead of NetWeaver in SAP shops, and we think we will continue to gain share even in SAP shops against their outgrown middleware.
We think in light of that, they are going to have to alter their strategy. They are -- we have leap-frogged them in backing via acquisitions, we have leap-frogged them in retail. We have leap-frogged them in telecommunications. I think we are very, very strong in government and we will continue to target other industries.
I cannot imagine them holding on to their existing strategy in the face of market share losses and what is turning out to be a rather slow organic growth for them.
Jason, did I answer your question, or would you like to add to that?
Jason Maynard - Credit Suisse
I was going to follow-up a little bit. On the middleware side, when you look at the adoption of service oriented architecture, it does feel like we are just at the early stages of this game, so as you look at the middleware business relative to maybe applications space, two years from now, is this a business that you think puts you in a position where your percentage share of maybe just overall wallet within the IT environment is significantly larger today? Maybe look at the share gain from that perspective.
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