Back in 2007 Ken Rudin, CEO of the early stage SaaS BI start-up called LucidEra (and former Siebel employee) was asked about the cloud announcement from Business Objects (before they were acquired by SAP). He made a number of observations about the challenges enterprise software companies face when it comes to transitioning to the cloud. Here’s the interview.
Today, Dave Kellogg wrote a great post about Oracle’s series of cloud announcements this week. I’ve re-blogged it here.
Originally posted on Kellblog:
It’s an interesting time in cloud evolution.
- Oracle missed their fourth quarter targets, for the third time in seven quarters, with many observers worried that cloud missteps were a root cause. Buying Sun when the world was going cloud was a rare Oracle zig when the market zagged. To take Wall Street’s eyes off the 4Q miss, Ellison promised some startling announcements in the coming week, a great diversion if there ever was one.
- The first announcement was a partnership with Microsoft to enable Oracle middleware to run on Hyper-V and Azure. One analyst described it as hell freezing over and another as two old men talking about the good old days.
- Oracle then announced a nine-year strategic partnership whereby Salesforce will continue to run its technical operations on Oracle’s database, purchase Financial/ERP and HCM software from Oracle (presumably dropping its existing Workday implementation), and the two companies will better integrate their respective back- and front-office cloud offerings. Frankly, this deal looks like more a like big purchase from Salesforce — perhaps given at a great price to accommodate quick timing — than anything else.
PR obfuscation aside, the cloud — which Ellison once described as complete gibberish – appears to be rusting out the core of Oracle’s business.