Oracle's force majeure notice on a data centre build-out is not helping, I am sure.

(Can't remember, is it this Texas one?)

ETA: This whole Oracle bit is really the area of Zitron's predictions that is the least contentious: he called things, they are happening.

The big question is to what extent this is a harbinger of bad things. In a less crazy market where the value of enterprise-software-backed consultancy is stable or growing, you can imagine people lining up to bite off chunks from the carcass of a failed Oracle. But is the value of enterprise software even stable? Aren't many of the possible buyers also overextending themselves?

ETA 2: No, the potential force majeure is about a project in New Mexico, apparently