What does Larry Ellison smoke?

FastSpring / Eng
ToxicRick

FastSpring Eng

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Full stack of despair
ToxicRickmore
Oct 2, 2017 92 Comments

Is ORCL cloud somehow overnight going to destroy AWS’s years worth of competence or Azure’s enterprise friendliness?

How come ORCL employees won’t call his bluff? These CEOs are not gods. (Link : https://finance.yahoo.com/news/amazon-fires-back-oracles-larry-210534315.html )

What does Larry Ellison smoke?
See the paragraph on how the 3 CEOs will only be paid if the oracle cloud succeeds to get $ORCL to 80 bucks

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TOP 92 Comments
  • Microsoft RogerFed
    Trying to win the cloud war the Drumph way 😂😂
    Oct 2, 2017 3
    • FastSpring / Eng
      ToxicRick

      FastSpring Eng

      PRE
      Amazon, Motorola
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      Full stack of despair
      ToxicRickmore
      OP
      MOGA
      Oct 2, 2017
    • Oracle / Eng
      db2really?

      Oracle Eng

      BIO
      Shhhh
      db2really?more
      Lmao! It's a ruse though! OVM is a disaster.
      Oct 2, 2017
    • Oracle / Eng
      db2really?

      Oracle Eng

      BIO
      Shhhh
      db2really?more
      MOGA! That made me laugh so hard my belly hurts now!
      Oct 2, 2017
  • Facebook lalalaa
    Oracle is going to destroy AWS just like Microsoft's Zune destroyed Apple.
    Oct 2, 2017 3
    • Intuit / Other Xfirmtofu
      You made me laugh...Zune lol
      Oct 2, 2017
    • eBay / Eng -i
      Hey, I liked zune...
      Oct 3, 2017
    • Oracle Mark Bird
      😂😂😂
      Oct 10, 2017
  • Microsoft Predisent
    Overnight? no way. It comes down to pricing. To be able to deliver more with a reasonable price tag is very hard, but not impossible.
    Oct 2, 2017 3
    • Microsoft wthwtf
      Please Oracle, don't fire your Execs. They may end up here.
      Oct 2, 2017
    • Workday 35712
      Or here, so same request - plz don't fire!
      Oct 4, 2017
    • Oracle VYoh46
      @workday 35712 you make me lmaf.. you have no reason to be afraid of. Pat yourself that u work there. No one will apply in workday unless he/she is fu*k*dup like u are
      Oct 10, 2017
  • Amazon USMC503
    Lmfao what. I interviewed for an Oracle sales rep position in the past. Super glad I didn't get it. Oracle Cloud barely registers on the meter. Even Google Cloud is better.
    Oct 2, 2017 9
    • Oracle 8482+_83
      Oracle's latest earnings report showed more revenue gained in cloud than lost in on prem. So there's your example of growth beyond cannibalization @toxicrick
      Oct 2, 2017
    • FastSpring / Eng
      ToxicRick

      FastSpring Eng

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      OP
      That’s good and all - but is Oracle cloud going to scale to the capacity of AWS and beyond so quickly - isnt there a big lead time on ordering hardware - there’s only limited manufacturing capacity- already intel is churning out SSDs in repurposed semiconductor fabs right down the street
      Oct 2, 2017
    • Oracle / Eng ClouDev
      @ToxicRick you are absolutely right.

      MSFT rents D.C.s around the world, Oracle can do the same....
      Oct 2, 2017
    • Salesforce Chatter
      @ClouDev, do you think that growth had anything to do with spending almost $10B on Netsuite?
      Oct 4, 2017
    • Oracle / Eng ClouDev
      @Chatter Netsuite have their own DCs.

      Fusion Apps (Oracle native SaaS stack) alone grew by ~50%, and the backorders refer only to that (should have been more precise).

      That’s not to say that N hasn’t been doing great (though I’ve little to no visibility to their moves internally).
      Oct 5, 2017
  • Oracle FartHard
    Dude, he's a billionaire. I'm sure he smokes better joints than you or me.
    Oct 2, 2017 1
    • FastSpring / Eng
      ToxicRick

      FastSpring Eng

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      Bare metal hydroponics
      Oct 2, 2017
  • Oracle / Eng ClouDev
    So you don't think that companies will move if they have an option to save 30% of OpEx? 🤔

    Don't you think retailers will move out of AWS, since AMZN is their direct competitor? 🤔
    Oct 2, 2017 14
    • Amazon USMC503
      Look at your post directly above mine.
      Oct 4, 2017
    • Amazon USMC503
      Just in case you need help
      Oct 4, 2017
    • Oracle / Eng ClouDev
      I said: any vendor and you try to corner me to say Azure. Reading comprehension....

      That said, you are completely missing the point(s) of the comment.

      1. 30% cheaper OpEx.
      2. Not a competitor.

      Do you have anything to comment about the above two?
      Oct 4, 2017
    • Amazon ttamazon
      It will be interesting to see any major cloud provider having 30% cheaper OpEx considering reliability and feature required to build a successful cloud business.

      Focusing on a very narrow market segment people small cloud provider may achieve that goal.

      Being competitor may push few vendors from certain cloud providers like Retailers from AWS .. but if that is only advantage someone targeting then you need to be best among the rest of the available choices and Azure becomes very luclarative in that case.

      Oracle need cloud to retain its own customer first before eating the market Pie from someone else.
      Oct 5, 2017
    • Oracle / Eng ClouDev
      Point well taken.

      Don’t forget that the main advantage MSFT and ORCL have over AWS and GC is that they already have 80% of the Fortune 500 companies as SaaS customers. Hence, they’ve their foot in the door.

      Anyway, ORCL has its work cut out for it, and it’ll very challenging to catch up w/Azure and AWS.
      Oct 5, 2017
  • Oracle ubjs17
    In the elevator of my building they have a poster with a random metric that says that "our" cloud beat the Salesforce cloud! How nice is it to be better than a random, unrelevent cloud?
    Oct 2, 2017 6
    • Salesforce nEDW11
      Lol.. That's why u all want to work at Salesforce... this "unrelevent" cloud is making 10B yearly now .. how many relevant clouds do you guys have doing the same?
      Oct 3, 2017
    • Microsoft BarFoo
      You're an idiot. Salesforce yearly REVENUE is $8.4B. Net income (profit) is under $200M.
      Oct 3, 2017
    • Amazon USMC503
      Hahahahahahahahaha I think nEDW11 got into Larry's stash.
      Oct 3, 2017
    • Oracle ubjs17
      Sorry buddy, your cloud is as irrelevant as oracle cloud in the cloud business AWS, Azure and others are far ahead!
      Oct 3, 2017
    • Oracle / Eng Mammal
      Lol those metrics in the elevators are poorly analyzed. Recollect sewing another irrelevant one. Wonder who puts those up
      Oct 8, 2017
  • Oracle FrNe30
    Hey if Larry has to make this happen to get paid, maybe he'll make it happen.

    But judging by how cumbersome dev is and how all decisions filter through top execs, I seriously doubt it.
    Oct 2, 2017 1
    • Amazon USMC503
      Being a native Oregonian who witnessed how Oracle's attempt at creating the CoverOregon healthcare exchange went down, I kinda have to giggle at the thought of Oracle being able to pull this off.
      Oct 2, 2017
  • Amazon ttamazon
    Yes, you are completely right. They will migrate from Oracle's legacy high paying license structure to Oracle cloud first. Then will rearchitect the system and move to AWS :P

    Retailers may move out of AWS, but they are likely going to be moving to Microsoft then to Oracle
    Oct 2, 2017 12
    • Amazon USMC503
      Your last line says it all. Okay dude. 🙄 Enjoy the koolaid.
      Oct 4, 2017
    • Oracle / Eng ClouDev
      👍
      Oct 4, 2017
    • FastSpring / Eng
      ToxicRick

      FastSpring Eng

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      OP
      My post is about the arrogance of Ellison - it would be acceptable if he explained these given the fact that AWS is a leader and Azure / GCP are close behind : and Oracle is catching up. He seems to supremely believe that AWS is trash and Azure doesn’t matter. That for me is what Nokia and Blackberry did when they trashed iPhone and Android and we know what happened.
      Oct 4, 2017
    • Amazon / Eng
      mUqi08

      Amazon Eng

      PRE
      Amazon
      mUqi08more
      Lol, you really think other vendors cannot make their system work and the customers cannot adjust the system?

      Oracle especially Larry's use of audit as blackmailing to customers have burnt a lot of companies and trust, in the long run they will be the last vendor people will go to for cloud. They deserve every bit of it.
      Oct 5, 2017
  • Oracle aevf1
    It's all just smoke and mirrors for the investors. Almost no one thinks LE, MH, or SC will be around this time next year. They are just trying to pump up the stock one last time before they bail.
    Oct 2, 2017 0
  • Oracle / Eng glitchvdub
    This is why many orgs haven't seen raises for years and perk cuts.
    Oct 2, 2017 0
  • Salesforce SalesDaddy
    Oracle is going to decimate the cloud market.
    Oct 2, 2017 3
    • New Resources Consulting Oemik721
      I really hope so.
      Oct 2, 2017
    • Amazon USMC503
      Some lucky idiot is gonna make millions
      Oct 2, 2017
    • Microsoft oH94cPk
      I mean, only their own cloud market, but I guess that's technically correct?
      Oct 5, 2017
  • BlackBerry 🤡 💰 wise
    Ellison sure knows how to piss people off. To answer your question, he smokes top shelf pot with a sprinkling of E! 🤡
    Oct 3, 2017 0
  • Microsoft oH94cPk
    Hopefully Oracle's cloud support is better than the dogshit level of support they provide for their other products. You'd really expect better from a company that sells software for fifty million dollars per CPU instruction.
    Oct 5, 2017 7
    • Oracle / Eng ClouDev
      “Dude” thanks for the lovely comments.

      In case you’ve missed, MSFT made a comment on the ORCL charging “fifty million ...,” so I provided a data point to the contrary.

      Got that, “dude?!”

      P.S.

      It’s, again, funny that AMZN fella down play price part. What was the first thing AMZN did once they bought WholeFoods?

      Ohh yeah, CUT THE PRICE.

      Go ask Alexa about “practical business sense,” she’s more knowledgeable than you, apparently.

      🤦‍♂️
      Oct 6, 2017
    • FastSpring / Eng
      ToxicRick

      FastSpring Eng

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      ToxicRickmore
      OP
      ^ keep this civil please - Oracle’s
      Legacy businesses/customers will continue to shell out money as these were really large orgs but only for so long : when they move to whichever cloud, the onus of being feature rich and competitive on price will start shifting to cloud providers - my original point was that off premise cloud and subscription model (for support or for usage) will eat into oracles existing revenues. They have to beat Azure and AWS to be able to grow ~2X which I think is years away for ORCL
      Oct 6, 2017
    • Oracle / Eng ClouDev
      You are absolutely right. It’s extremely challenging for Oracle. I always equate it to an oil tanker changing course.

      This article pretty much summarize it:
      https://techcrunch.com/2017/10/04/cloud-computing-has-demanded-a-kinder-gentler-oracle/

      Remember that ☁️ bare metal are still young and particularly at Oracle (so growing 2x at Oracle shouldn’t be too hard — virtually growing from $0 :-).

      Also note that most of Fortune 500 companies still didn’t fully move to the ☁️ (or at all), and both MSFT and ORCL are right there to help them lift and shift.

      Expected growth and some numbers:
      Why Fortune 500 Companies Are Trusting the Cloud More Than Ever
      https://finance.yahoo.com/news/why-fortune-500-companies-trusting-160259937.htmlhttps://finance.yahoo.com/news/why-fortune-500-companies-trusting-160259937.html
      Oct 6, 2017
    • FastSpring / Eng
      ToxicRick

      FastSpring Eng

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      ^ Agreed : We’ve had 3-4 instances of United airlines , Delta Airlines and BA all grounding their fleet due to datacenter fire or backup/failover issues - such systems definitely need to leverage the reliability of the cloud- the sucky part is all cloud is going to become TBTF and on call folks will have more nightmares ...
      Oct 6, 2017
    • Microsoft oH94cPk
      Oh sorry I guess I assumed that you just carried your standard on-prem pricing over to the cloud. Carry on.
      Oct 9, 2017
  • Oracle Opc
    It's his age factor you see...
    Oct 2, 2017 0
  • FastSpring / Eng
    ToxicRick

    FastSpring Eng

    PRE
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    OP
    I’d be happy to see at least 1 classical company like IBM, Oracle, HP and/or Dell transform into a formidable competitor to AWS, Azure, GCP (or even some smaller player becomes a better cloud company) : its a good thing to observe large scale adoption of your platform and demonstrate it by charts and data - but I don’t think the 3 CEOs are anywhere as visionary/ambitious as the top cloud players. I’d be glad if Oracle does nail it - time will tell ...
    Oct 2, 2017 3
    • Oracle / Eng ClouDev
      Look at it this way, Oracle and MSFT are the only companies that can offer Everything, true one-stop-shop.

      For example, Oracle customer can buy HCM, PaaS to flavor it's HCM, and DB cloud service.

      In addition, the cherry, the customer can also run hybrid mode with Cloud@Customer and Oracle Public Cloud. This is a must for entities w/high regulation (such as banks and government agencies).

      On the other hand, AWS and GC offer attractive Bare Metal and DB services, but the customer will have to manage multiple vendors from the market place (for HCM, identity management sync, etc). This is a big 🤕 . Not to mention they can not onboard highly regulated industries.

      It's not really 🍎 to 🍎, and our true competitor is MSFT.
      Oct 3, 2017
    • FastSpring / Eng
      ToxicRick

      FastSpring Eng

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      ToxicRickmore
      OP
      Good points - it will be interesting to catch the embrace to cloud by larger regulated industries and government systems. I think IBM wanted to be a player in this as well (full stack of all business cloud solutions).
      I still doubt that ORCL can catch the speed at which AWS/Azure deliver solutions with minimal overhead. Great if oracle proves me wrong.
      Oct 3, 2017
    • Oracle / Eng ClouDev
      I don't see how IBM makes a come back (or SAP w/ERP for that matter).

      It'll be very challenging for Oracle to catch up with Azure.
      Oct 3, 2017
  • Oracle / Eng NoShit
    Good boy!
    Oct 2, 2017 0
  • MuleSoft txCi08
    But here is the rub...no matter what they make let’s say BMC(bare metal cloud) and assuming it’s faster and does a better job...dedicated network etc..1. it will cost more for them vs other vendors 2. No new customer is deploying oracle...declining dB sales 3. Their whole attempt now is to retain and convert all existing oracle customer base to cloud...so NO net revenue for oracle but good for customers as it gets less costly to maintain and operate 4. Given they are struggling with DB now their attempt is to get into DC migration...no body is going to bet totally on them...their past sales practices will haunt them 5 their only chance to survive is by providing better SAAS apps. 6. At the best I don’t see any new net revenue coming in...its all about surviving
    Oct 7, 2017 3
    • Oracle / Eng ClouDev
      What are you taking about?

      Our SaaS alone nearly doubled itself w/only new cloud licenses, so much so that we have backorders and setting up new regions world wide.

      You are not understanding the strategy.... they get you w/BMC and then sell you PaaS and SaaS services.
      Oct 7, 2017
    • MuleSoft txCi08
      Yes I understand that. Are you targeting net new customer is the key. Same customer with new work loads besides oracle footprint..Back orders have been issues six years back also....6months backlog. Don’t take me wrong I am saying at least they are reacting from where they were 2 years back. Oracle has been known to making changes and yes they are doing it. I am already assuming that there will be quite a demand because you will be converting all on-prem oracle database and oracle ERP to cloud....so it’s not surprising. I may stand wrong but only time will tell where they end up. I know oracle customer base very well and you know oracle BRM etc ...so we have different point of view.
      Oct 7, 2017
    • Oracle / Eng ClouDev
      Fare enough, it’s time for oracle to deliver.
      Oct 7, 2017
  • Amazon
    Pizza Hut

    Amazon

    PRE
    Microsoft, Google
    Pizza Hutmore
    How sad is your life right now lol
    Oct 6, 2017 1
    • FastSpring / Eng
      ToxicRick

      FastSpring Eng

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      ToxicRickmore
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      Was this for me ? I just smoked a nice joint rolled in CBD and topped with keef. Blaze on ...
      Oct 6, 2017
  • MuleSoft txCi08
    Also with BMC not many people know that customer base they are targeting is already running oracle hardware(exadata)....so even if BMC is great I don’t see at the best to survive and not gain new market share
    Oct 7, 2017 0