Re: Growth and Business Value Add
@ "Shameless Oracle Flack"
I hold Oracle in the highest regard, as a software company which has both served customers well and monetized that service well over a period of not just decades but generations.
That said, the pricing of Oracle's database on virtualized servers, much less converged infrastructure or cloud, has become difficult enough to police that perhaps offering Oracle's database as an SaaS product in its own cloud (which then provides IaaS for all the services built around and over Oracle's database) is a brilliant solution. Allows some of those hardware contributions the Sun engineering team has up its sleeve to come to market in a much more controlled (cheaper to release and support) way than a general release to Enterprise.
But let's not pretend that Oracle as a company has a business model which allows a large capital investment in a commodity IaaS business in direct competition with AWS, much less the culture or expertise to match the cost structure of that IaaS business. This is an SaaS business, at a much higher cost and pricing structure than IaaS, to the point where the hardware the SaaS runs on could be oursourced to a provider like AWS. Not generic VMs, of course, but rather an isolated subnet of suitably custom servers+storage.
I think Oracle's message would resonate better presented that way...
Biting the hand that feeds IT
