Given the interest in Alcidion recently there seems to be a lack of update on competitors.

Oracle has rebranded their Cerner Acquisition.and put NHS on the front page

https://www.oracle.com/healthcare/

I think Oracle will be very hard to dislodge. My logical thinking therefore is Alcidion could be an acquistion target.

But it won't be Oracle as they have already found their "dance partner" with Cerner.

In the meantime for many of you it would be good idea to go through the Oracle website. Maybe go through all the other competitors too which there are probably many.

On the flipside, I don't think Oracle has managed to dislodge the dominance of Xero with their Netsuite offering. So maybe there is still some hope. However Xero had a big headstart over Netsuite. Oracle also likes a "big bang" approach on deployments compared to ALC's future strategy.

ALC is on the watchlist but I think I need to see a bit more consistency on some metrics and get them to highlight more on the advantages over the incumbents. Maybe someone with more background and time here should do a SWOT analysis on their products versus competitors and do a kind of Gartner "Magic Quadrant". Also at this market cap with so many competitors I'm seeing better value elsewhere with better competitive advantage.