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Oracle is gunning for AWS with new infrastructure offering

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Re: Oracle is gunning for AWS with new infrastructure offering

#11
post #3

> Ellison showed off a new Oracle Dense Cloud IO bare metal cloud server offering that will provide developers with 36 CPU cores, 512GB of D-RAM, and 28.8TB of SSD storage. AWS isn't merely about the compute. EC2 is just part of a larger ecosystem of infrastructure services that has been built out by amazon over the past 10 years. If Oracle thinks they can beat that, then more power to them but I'm not quite convince…

> EC2 is just part of a larger ecosystem...

Exactly. The idea that Oracle can catch up based on pricing & machine specs ("36 CPU cores, 512GB of D-RAM") is really naive.

My current position on this is that IaaS is pretty much over. Aliyun & AWS seem like they're going to dominate. Microsoft & Google & others fight for the rest. Maybe, just maybe, Oracle will catch up with the 'small' players, but I doubt Microsoft++ or Google will be sitting on their hands wondering how much DRAM Oracle is going to wow us all with next.

Re: Oracle is gunning for AWS with new infrastructure offering

#12
post #3

> Ellison showed off a new Oracle Dense Cloud IO bare metal cloud server offering that will provide developers with 36 CPU cores, 512GB of D-RAM, and 28.8TB of SSD storage. AWS isn't merely about the compute. EC2 is just part of a larger ecosystem of infrastructure services that has been built out by amazon over the past 10 years. If Oracle thinks they can beat that, then more power to them but I'm not quite convince…

I tried their DBaaS offering about 18 months ago. The setup / "control panel" is laughable compared to even the most pedestrian of AWS service offerings. It worked, but it was not a user interface that inspired much confidence. Not sure if they had a CLI to even try instead.

Re: Oracle is gunning for AWS with new infrastructure offering

#14
post #8

Oracle is not going to win, not matter what they do. Oracle is built on selling costly products and services versus operating in a low margin environment. 1.) Amazon has a much higher bar for hiring talent, than Oracle does. 2.) Amazon is internally use to being frugal, and so pricing wars are not going to hurt them. Oracle is use to charging a arm and a leg for their products. 3.) Amazon shareholders are already use…

What customers are actually actively seeking to have a closer relationship with Oracle? I knew some Oracle engineers back in the day. They were sharp. I hope they made their millions and got the heck out of that place.

> What customers are actually actively seeking to have a closer relationship with Oracle?

The people who sign the cheques and listen to their salespeople.

Re: Oracle is gunning for AWS with new infrastructure offering

#17
On one level this is just typical bluster. "Oracle is going to launch a phone, so you might as well get used to it, 2015 was Apple's last profitable year." On another, why is such bluster typical? These people aren't stupid, I assume, so why even try such implausibly optimistic announcements?

Does hubris lead to sales if you have Oracle-like customers?

Re: Oracle is gunning for AWS with new infrastructure offering

#18
Knowing what we do about Oracle's licensing practices and how their sales people are basically just loan sharks that will take your kneecaps out if you don't pay their extortion fees, why would you ever want to put your entire operation in their hands? I would assume they'd have no issue cutting you off from your entire infrastructure at the drop of a hat if there was a billing dispute.
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