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Plus, Oracle will end up acquiring them, it’s unlikely that Zoom will last as a long term standalone business.

Zoom market cap 38.24B (70% more than Twitter), Oracle market cap 167.05B. Can’t last as a long term standalone business and has to be acquired by Oracle? Sounds like a pretty baseless claim.

Won't =/= Can't i.e. they may been seen as an attractive acquisition

Oracle has that much cash on hand, and the market cap is inflated by the COVID outbreak. That market cap could be $10B in a week.

Assuming that valuation will stay in place in the economic disaster that we find ourselves is a big leap.

Where are they going to pivot to?

Zoom is profitable, so I do not see why.

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