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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

#111

Post by ugh123 »

shemnon42 wrote: post #78
dragonwriter wrote: post #28

Earlier quoted context omitted.

> AWS isn't merely about the compute. Sure, but having a compelling story about compute and having a massive advantage in knowledge of how to sell to the exact kinds of enterprises that haven't already made their big transition to the cloud yet isn't a bad combination to have if you want to establish a nice firm place in cloud. from which you can expand and develop what you need to bite off other parts of the market.…

No, I think Oracle is targeting a different market because to them it is a low hanging fruit. AWS got a lot of startups and tech savvy companies (like Netflix). If I were Oracle I would target existing customers, who generally are not the tech savvy darlings (think Procter & Gamble, health companies, food companies, banks...) who can now tell their board their on-site Oracle licences have been moved to the cloud. It'…

I think thats exactly what he's saying.

Re: Oracle is gunning for AWS with new infrastructure offering

#112

Post by ryanmarsh »

qwertyuiop924 wrote: post #32

A lot of people have made comments on the tech. But there's another issue here: trust. How many people are going to be willing to trust Oracle with their data? They don't exactly have the best reputation, and they don't have the best track record either. And what they did to Solaris just makes it worse. Also, Larry Ellison has a history of overselling whatever Oracle's doing, so I doubt the product will be as good as…

You must not work in Fortune 500 IT. Dear God how they love to shovel money at Larry Ellison. Trust? Let me tell you about the CIO's who distrust any data storage that ISN'T Oracle.

Re: Oracle is gunning for AWS with new infrastructure offering

#114

Post by bcantrill »

qwertyuiop924 wrote: post #54
bcantrill wrote: post #53

Earlier quoted context omitted.

Hi quertyuiop924, I just got the page about this Sev-2 Sun Microsystems comment on HN, and I am working this ticket. If you haven't already, please see our docs on Why Sun Microsystems Failed[1]. If I don't hear back from you, I will mark this ticket as closed. Thank you for only remembering Sun Microsystems with kindness, and have a great day! [1] https://news.ycombinator.com/item?id=2287033

Not bad, Bryan. And some interesting history, too. Don't get me wrong, Sun was a great company, but like all companies, it wasn't all sunshine and rainbows. You've said as much yourself before. I wished to point out that there was a time that Sun wasn't as beloved, and to indicate some of the reasons that we don't talk about some of Sun's less savory actions so much on HN. If, as an ex-Sun employee, you find this ins…

No worries -- I didn't find it insulting at all. Marking this ticket resolved! ;)

Re: Oracle is gunning for AWS with new infrastructure offering

#116

Post by adventured »

dredmorbius wrote: post #105
bashtoni wrote: post #98

Earlier quoted context omitted.

Did you consider AWS have to keep prices high to constrain demand?

Interesting observation, though it raises the obvious responses: 1. What's constraining AWS's growth capacity? Isn't it simply a matter of stamping out AZs and DCs? 2. Why would Amazone create a pricing structure which encourages new entrants into the field? Contrast local retail in which defunct firms continue to sit on, and extend, real-estate leases, strictly to prevent other companies from growing into the market…

> Why would Amazone create a pricing structure which encourages new entrants into the field?

Because the primary entrant threats were not going to be dissuaded by low price competition. Specifically Microsoft and Google. Both are hyper cash and income rich and under no circumstances did they want to cede the cloud computing universe to Amazon. Fundamentally it's the exact same reason AWS stopped trying to compete so intensely on price cuts quite a while back now.

Put another way, if you're going up against Google, Microsoft, IBM, Oracle - speaking hypothetically it's better to own 1/3 of the market and print significant operating income, than to own 1/2 of the market and barely make money. That operating income is responsible for roughly doubling the value of Amazon's share price (the stock took off like a rocket after it became clear AWS was going to be a cash-cow).

Re: Oracle is gunning for AWS with new infrastructure offering

#117

Post by mikeryan »

ryanmarsh wrote: post #112
qwertyuiop924 wrote: post #32

A lot of people have made comments on the tech. But there's another issue here: trust. How many people are going to be willing to trust Oracle with their data? They don't exactly have the best reputation, and they don't have the best track record either. And what they did to Solaris just makes it worse. Also, Larry Ellison has a history of overselling whatever Oracle's doing, so I doubt the product will be as good as…

You must not work in Fortune 500 IT. Dear God how they love to shovel money at Larry Ellison. Trust? Let me tell you about the CIO's who distrust any data storage that ISN'T Oracle.

I agree with you but this isn't data storage.

For those Fortune 500 companies who've made the shift to cloud services Amazon currently fills the role that Oracle does in data storage. I'm sure there's plenty of Fortune 500 CIOs who are still hesitant to embrace the cloud in general, but If there's a CIO out there who's moving some services to the cloud going with Oracle over Amazon just because its Oracle then they're out of their element.

Re: Oracle is gunning for AWS with new infrastructure offering

#119

Post by matt_wulfeck »

Is Oracle paying more for talent than its competitors, namely Google or AWS? Until the answer is "yes" I'm not going to believe their statements about a better cloud.

Otherwise they're competing on niche or price, and that's not going to stop the gorilla.

Re: Oracle is gunning for AWS with new infrastructure offering

#120

Post by greedo »

devonkim wrote: post #87
ismail wrote: post #55

Earlier quoted context omitted.

The reason for this is the way in which the db is embedded throughout the organisation. Many years of dev being done on oracle specific technologies with business logic tied up in things like plsql procs. Organisations do not realise the risk they face with closed source software. You are basically at the mercy of your vendor. I believe any a CTO/CIO worth their salt would require motivation on why to use proprietary…

There's a trade-off being made by picking proprietary software vs. open source and it's entirely about control, strange as it might sound. A good CTO/CIO has some measure of power over their vendors and can boss them around a bit like they're an employee. If the primary account manager is golf buddies with him, endangering the relationship with arm-twisting on either part isn't just business it's personal and can be…

It's not so much that the CIO/CTO wants the ability to call up a vendor, or have his employees call up a vendor for support. What a CIO/CTO wants is the ability to tell his CEO that "Yeah, we're having a problem with our database, but it's Oracle so we're good. I'm kicking the vendor's ass, but he's going to make things right on our next renewal." It's all about plausible deniability, and goes back to the days of "Nobody got fired for buying IBM."
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