I don't think any long saw what was coming with Oracle, not even Rory.
Some of us saw it coming. They saw that the expectations for a big PR and for superstar status at the Oracle convention weren't met. From all appearances Oracle top dogs - and its CEO - didn't really know who NFUSZ was. This was the opposite of the impression given by Rory in his shaq calls.
That was the first clue that the agreement may well have been just an 'add-on' -- ie nothing special to Oracle.
Some of those longs also put those facts together with the lack of evidence that numerous clients previously announced over the past year were thriving from using the interactive videos, and determined that the Netsuite clients may also not be as enthusiastic as was expected by others.
The narrative that Oracle failed because the security of the product wasn't good enough may also be true, but longs certainly didn't see that one coming because Rory had shown great enthusiasm by telling investors that the platform for Oracle integration (V2) had been built from scratch -- and with the help of professional team at Concentrus(name?), and that it was fantastic. But if V3 was what was needed to get Netsuite excited, clearly V2 wasn't really fantastic.
After the 'launch' we were told that training was taking place for several months with the Netsuite sales team. I'd like to know what happened during that time--security flaws discovered, or something else? Whatever it was, the fact that they didn't roll out V3 asap to fix any existing security problems or otherwise suggests that they didn't see enough value in doing so -- ie they knew that the revenues from Netsuite would not coming in quickly as most longs had come to believe. It would be interesting to know at what point they realized that since some longs already suspected that before the launch even occurred.
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