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Eh. Even if growth slows a lot because more and more new systems are Hadoop/etc, big companies are so tied to their legacy systems that they basically never get rid of what they have, so those companies will have significant recurring revenue from their current customers for the foreseeable future.

I also get the impression that Exadata is a pretty impressive feat of engineering and, if you need to do what it's optimized for and are prepared to pay a few million per rack, it's a very good option.




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