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Apparently you’re not the only one ‘watching Workday closely’ – that prediction in particular seems to have touched a nerve and has triggered a lot of feedback. Not all of it positive – but I’ve got thick skin;)

It would, of course, be foolhardy to put any real stock in ANYone’s future predictions – certainly true of mine. Yes, there’s considerable overlap between Workday and Fusion but that’s never stopped Oracle before. Whether this particular transaction does or doesn’t happen (I’ve been assured – quite strenuously – that it won’t – but I heard the same about Peoplesoft not long ago…), the point is, as you say, to get thinking about what it might look like if it did. As you note, Oracle’s clearly deepening their commitment to OnDemand/Cloud computing – additional acquisitions to extend their application portfolio is certainly in the realm of possibilities.

Happy Holidays and have a great 2010 as well – thanks for the feedback – much appreciated.

Chris

* Oracle acquires Workday and Larry Ellison announces that he finally has cloud ‘religion’ now that buyers are fully engaged.

He made an interesting comment recently regarding cloud computing and their direction post-Sun acquisition:

“We are also going to be building clusters of industry standard machines and SPARC machines. Those clusters are now called private clouds. That is the more fashionable term for clusters. We are using our software, our operating systems, both Solaris and Oracle Enterprise Linux, our virtualization, the ability to dynamically allocate and de-allocate resources which is essential for cloud computing as well as the integrated networking and integrated storage to deliberately complete private cloud to our customers. Our customers will be able to buy high end SMP machines, high performance and high value for high-end private clouds with all of the pieces including processing, storage and networking integrated together with Oracle/Sun software.” LE, – Oracle FY2010 Q2 Earnings Call, December 17, 2009 (http://bit.ly/6TTKwF)

It is worth the time to do a side-by-side comparison of Workday and recent Fusion applications demos from Open World — in terms of functionality, usability, and BP flow there are quite a few similarities.

Thank you for the predictions — they certainly got us thinking. Have a great 2010!

So – let’s say that Oracle makes a serious push in SaaS applications in 2010 – decides to go hard after Salesforce.com. If that happens, why wouldn’t some of the smaller players in the market think about combining forces to compete more effectively?

I assure you I’m quite well-acquainted with all of the referenced companies, and yes I’m well aware that there are plenty of reasons – cultural, technology, history, etc… – why the scenario I described might not happen.

But it might.

I’m going to assume you have some sort of relationship with these companies as well – perhaps you care to disclose what that is?

LOL!!! I love reading this kind of stuff because the average person has no idea of either of these companies. If they only know how far off base you are they could discard the rest of your predictions (and you) as useless.

LOL!!!

Hey – here’s my predictions for next year.

- It will be sunny some days.
- It will rain others.
- Apple will be on people’s radar.
- Wall Street will have great bonuses.
- The moon will still exists.

LOL!!!