I thought this sounded familiar - AlexMuir called it:
http://news.ycombinator.com/item?id=2902749
and score one for Larry Ellison: http://news.ycombinator.com/item?id=3051730
and score one for Larry Ellison: http://news.ycombinator.com/item?id=3051730
Edit: I just went to check their stock price - it's down 12%. Hmmm, I thought, has Autonomy cast a shadow on UK techs? Wait a minute - who's this grimmacing at me down the bottom?
http://markets.ft.com/research/Markets/Tearsheets/Summary?s=...
It's only Dr Mike Lynch, Non-Executive Director. Who'd have thunk it?
We never dived too deep, and never pursued, so no evidence to present, just a theory we had internally.