
Oracle’s Expanding Cloud Ecosystem?
Last week was quite the week in the cloud computing world. At one point in the week, I thought that maybe I should check and see if in fact, hell had frozen over. But in tech never say never I guess. Anyway, as you probably guessed I’m talking about Oracle’s three new partner announcements, which […]

Ruminations on Oracle, Microsoft, Salesforce and Those Deals
I wish I could get a penny for each time I was asked in the last week or so what I thought of Oracle’s new GTM (go-to-market) strategy. I have said this many times but I finally have some time, 30 minutes or so, to sit down and write it . First, this is Oracle’s […]

News Analysis: Oracle’s Cloud Disruption Webinar Recording
Oracle’s recent partnership announcements to supply Oracle technology to key cloud vendors such as Microsoft, NetSuite, and Salesforce.com create serious implications for the market.On June 28, 2013, Esteban Kolsky, Holger Mueller, and R “Ray” Wang discussed the implications of Oracle’s recent partnerships for: Salesforce customers Microsoft customers NetSuite customers Oracle customers Cloud competitors such as Amazon, Google, […]

Ellison, Benioff Announcement — Final Thoughts
You know what they say about the third time doing something. They say a lot and some of it is bound to be true even if it only means throwing away the high and low scores and dealing with what’s left like they do in Olympic diving competition. This is the third and final post […]

Ellison, Benioff Meet the Press
The joint conference call for press and analysts between Larry Ellison and Marc Benioff was both more and less than expected. It was weird to hear them talking to each other in complementary terms rather than firing shots across each other’s bows but all that history was more show than anything else, I think. To […]
A week of Oracle announcements (so far) and what it means to software buyers
I now christen thee a new alliance partner This week, Oracle announced an alliance with Microsoft. Yesterday, Oracle and Salesforce.com announced a new relationship. Among other things, they agreed that Salesforce would use Oracle’s hardware and 12c database in their cloud datacenters. Additionally, Oracle’s HCM (Human Capital Management) and Financials software would be used internally […]

Yikes! Is Oracle Reeling In Salesforce And NetSuite?
The Manchurian Candidate Goes Silicon Valley After two intense days, a real geekfest with clients, and then catching up on the info tech happenings so far this week, I’m exhausted. Yes, we’re all buried in Oracle announcements, and it’s astonishing how wild is some of the coverage. Oracle’s partnering with Microsoft is interesting (you’ll have to […]

And Oracle and Netsuite
When Oracle announced its cloud extensions via Microsoft and Salesforce this week, I wondered where NetSuite was in the mix. It was announced today, in a nuanced positioning. NetSuite ERP and Oracle Fusion HRM will go to market together in the mid market. And I was pleased to see for NetSuite’s sake, Oracle acknowledge its role in […]

The Latest Disruption
The stunning announcements that Microsoft and Salesforce.com would become more engaged with Oracle by using its middleware, hardware and associated other products has left many people agape and agog and for good reasons. We are all more accustomed to covering the initiation of trends and their evolution than their resolutions. Initiations have terms associated with […]

Salesforce and Oracle in a Deal
To me it looks like Oracle is buying SFDC but to skirt the SEC and DOJ, and to avoid sticker shock, they’ll do a slow motion merger and present the market with a fait accompli in 9 years…