EPIC MICROSOFT ORACLE FAIL!!!
... Is the way you can read this once Eadon gets online.
OR, you can objectively look at it:
Is this announcement tied to the fact that Oracle had a crap qtr? You could try and draw that conclusion, but at the same time this will not have been thought up overnight with Larry giving Steve a quick call and then announcing it to the world, it would have been in discussions for months maybe even a year+, also they would have had to go through a testing process etc etc.
Oracle has always tried to keep Microsoft in the 'your not an enterprise player' bucket, yet all of a sudden MS seems to make sense to them, why is this?... is this because Hyper-V is now a real contender to VMware and starting to take share? Is it because Azure is starting to gain traction?
Whatever the reason, this can only be good for Microsoft, because all of a sudden Oracle is now saying that Microsoft is someone you can run your enterprise workloads with after years of saying Windows is a non-enterprise platform. Which sort of reminds me of the famous news clip from the Iraq war where 'chemical Ali' is being interview saying 'the invaders are nowhere near us and we are driving them out', as you can see a tank and several bombs going off behind him!!.
In the enterprise space this turn around is as big as the Microsoft Xbone backtrack!