[lumost]

Didn't oracle take out real loans and spend real dollars based on this commitment?

[Yizahi]

The bankruptcy couldn't happen to nicer company.

[dragonwriter]

Wasn't it always an expectation, not a commitment?

If they didn't appropriately account for risk that the expectation would not pan out, well, that's on them.

[lupire]

How do you account for the risk of something that has ever happened before?