Tuesday, October 25, 2011

Oracle Cloud Computing

I wanted to update the blog about Oracle Cloud Computing last week. Due to my new OEM (Oracle Enterprise Manager) 11g engagement at New Jersey and the regular workout schedule (Lost 4 pounds in the last 2 weeks), I had no time to do that. Here we go!

There was a lot of buzz about Oracle Cloud Computing approach at Oracle Open World. It is quite natural to think that Oracle is late to enter into Cloud Computing and Of course they are late. But no one should underestimate the persistence of Larry Ellison (Let’s not forget, he is the CEO of a major US corporation for more than 35 years).

While other Cloud providers depend upon the IT Service providers for the hardware and software, Oracle naturally has it all (Java, Solaris, Fusion Middleware and a Database). The recent ground breaking Oracle technologies ExaLogic and Exadata will be an added value to the Oracle Cloud Computing Initiative.

The problem Oracle faces today is not the technology for Cloud but the Governance. They lack knowledgeable Cloud Architects and Managers. The best bet for Oracle is to buy a Cloud Computing Company and integrate their resources and Governance into their technology stack.

Oracle could consider going after Work day, Inc which was started by David Duffield and buy the company. Due to the limited and focused nature (ERP hosting Cloud) of Work day, Inc, I suspect Larry would not pursue this route. Larry doesn’t want to go after salesforce.com, who wants another CRM?

As I was typing this update, I just got into LinkedIn and saw that Oracle acquires RightNow, Inc for 1.5 Billion dollar. RightNow is a .NET based Cloud Provider and I am curious to see how Oracle is going to handle it this new inclusion. They can replace it with Oracle Fusion Middleware sooner and hopefully they can retain the right resources. Let’s wait and see how Oracle takes this forward! The NO SQL based databases could be a challenge for sometime but no one is going to migrate their databases to NO SQL model overnight. We all know Oracle Fusion Middleware rocks!!! I rarely see people these days who talk about IBM WebSphere.

I am confident Oracle will be a big winner in this Cloud market space in the coming days. I have faith in Larry Ellison’s marketing model, as always.

Have a good week!

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