For a company of its size and success, shares of enterprise powerhouse Oracle (NYSE:ORCL) have taken a beating over the last month. The company and its amazing business model are under full assault from a series of cloud-based businesses that threaten to upend the industry as a whole. Clearly, emerging powers in this space like salesforce.com (NYSE:CRM) and Workday (NASDAQ:WDAY) have Oracle in their crosshairs. However, as a company with a reputation for rising to challenges, Oracle won't go quietly into the night. So how should investors look at this clash of the new and the old? Fool contributor Andrew Tonner breaks it down for investors in this edition of our Ask a Fool series.
Fool contributor Andrew Tonner has no position in any stocks mentioned. Follow Andrew and all his writing on Twitter at @AndrewTonner. The Motley Fool recommends Salesforce.com. The Motley Fool owns shares of Oracle. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.