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Currently there is a clear leader (AWS), #2 (Azure), and #3 (Google) when it comes to cloud services (iaas, paas, saas). Will Oracle be able to realistically compete with top 3 in the near future?
No, but they could pull a Salesforce type model and deliver their software in a SaaS model. Maybe buy other smaller SaaS cloud player like Adobe.
Oracle is too late in my opinion- it's going to go the way of windows phone 📱 imo
Apple phone is already dead
Ellison is good at marketing. He just need a fancy term to sell to those Dumbass CIOs
For large enterprises Oracle SaaS (specially ERP) opens lots of doors. Time will show how it will translate into PaaS and IaaS sales.
What is the point of such a post? All Amazon, Microsoft and Google people will say "NO". All/most Oracle folks will say "YES".
To hear arguments. It helps me to better understand the world
Fuck no
IaaS will be commodity, SaaS will be where higher margins will be and Oracle should be all set to do well there. They could just buy Workday (hr), Intuit (taxes), Mulesoft (integration), and smaller players who build sales tools. Or just build these themselves. Salesforce do and will give them a tough fight in this space.
AWS and Google are not an Enterprise level SAAS players. Azure is truly positioned to be #1 in all 3 spaces. Oracles edge is Java MySQL Oracle DB based enterprises who could find it good fit to move to Oracle cloud. Bare Metal is going to be their game changer but not really visible for next 18 monthd
Why is Java an edge in cloud?
from PaaS perspective definitely
Enterprise space is very fragmented, completely different than consumer space. The market is huge, so there will be a lot of players based on contracts and pricing. Oracle will take a piece of the pie, but how bit it will be remaining to be seen.
lol no
the people they've taken from azure aren't talented in software, they are talented at politics. mostly a net positive for us they got recruited away.
On the other thread one of Oracle cloud employees said that they got good engineers from aws and azure Bc of higher $$$ that they were offered