OraclePaaS

thanks for the questions keep them coming.

revenue rich, cash/margin poor...

I think the problem with most cloud providers, they don't control the whole stack, so depend on IP from other vendors-can they control their destiny?

. @Phil_Dunn1 the margin is loss leader shifting the value to high margin services is the key; value has to be there

and if that value becomes commoditized?

I believe that value never get commodized but it shifts maybe up the stack or to the app and app ecosystem

.@Phil_Dunn1 IAAS commoditizing...Value add has moved up the stack to PAAS and SAAS. Microsoft vs Oracle face-off in Hybrid Cloud solutions space.

"Theres an app for that" says Oracle.. Sound familiar?

oracle tests show on prem provisioning & config takes 8.5 hrs, aws (they say) takes 7 hours, Orcle cloud under 2 hours (they say)

AWS will solve this problem. Oracle is getting out front on the automation of the #devops which is key to their strategy

Commands required to patch - 307 on prem, 155 on aws, 0 on oracle cloud

LJE says we have "much better automation than Amazon"

Wow. Larry says "We will compete against Amazon on Price"

@Phil_Dunn1 Oracle has much more leverage than Amazon.

@tcrawford @dvellante #Oracle owns the IP to the whole stack, so has better control of costs and margin

@tcrawford By leverage what do you mean? They also have much more cash flow.

. @epowell101 @tcrawford Oracle is bigger and stronger than AWS but AWS is nimble. setting up for a great battle

#Oracle announcing 24 new Paas & Infrastructure services.

Oracle announcing 24+ new #cloud services today.

Key: @Oracle playing at all three layers of #cloud (SaaS, PaaS, IaaS).

Will be interesting to see if @Oracle IaaS is perceived as a competitor to AWS & Azure for Enterprises.

"We now have a complete suite for building applications in the cloud" -- Larry Ellison.

MyPOV: Today's cloud-based suites need to be vertical specific...not general purpose.

As of today: Enterprises are now able to move all applications (not just @Oracle) to Oracle's #cloud.

The Oracle PaaS is the platform that Oracle uses to build all its own applications. Now customers can use it to build extensions to those applications with complete compatibility -- Larry Ellison.

Oracle used to compete with SAP & IBM. It never sees either competitor in the cloud. The two top competitors there are Salesforce & Workday -- both smaller companies -- Larry Ellison.

In IaaS Oracle's chief competitor is AWS, not IBM. The only old competitor it still sees in sales of cloud services is Microsoft. The world has changed -- Larry Ellison.

. @BertLatamore No mention of EMC or VMware

@furrier The competitors are being selected very carefully...not accurate. Read between lines.

@tcrawford Everything he says is very carefully selected.

Ellison says Oracle automates not just the hardware but nearly all the software -- database, app development. All AWS automates is the hardware.

Great to see a #CIO who integrates internal/ external businesses. Would be good to discuss how that started.

. @tcrawford we love global CIOs on @thecube great content; ask questions

Tim Crawford Note that #CIO Ebrahimi is talking about understanding the value chain for Avaya.

As a #CIO for a tech company, who drives the tech and/or product strategy for Avaya?

Fari cuts 80% of the customization with Oracle - that's huge

Would be interesting to discuss the cultural shifts required rather than just tech.

MyPOV: The real business value is in apps (closer to business) not infrastructure.

Devops is here, its real. We want our developers to live in the cloud & build integration rather than worrying about the stack under the application. Apps are the real future -- #Avaya CIO Fari Ebrahimi on #theCUBE from #Oracle PaaS launch.

Put your customer, your end-user, at the center of your thinking. @Avaya CIO Fari Ebrahimi on #theCUBE from #Oracle PaaS launch.

Love the Global CIO insight from Fari Ebrahimi great advice look end to end

#DevOps is here and real. However, it requires changes most don't understand well. #dockercon

Larry Ellison announcing an Oracle compute service that allows its customers to deploy any application -- Oracle or third party -- on its cloud with dedicated cycles so noisy neighbors don't impact performance.

Oracle is prepared to compete with AWS on price, says Ellison.

It's a great start. They don't have to be perfect to make a massive dent.

. @dvellante if you're a customer you would eat that pitch for breakfast lunch & dinner all day long

@Oracle has been very consistent, I'll give them that. We've been hearing these same messages for a few years. Sometimes surprising to hear that some services are "new" when we've been hearing claims of their existence for quarters if not years

@Exadata, for example, is now "new" in the cloud, but haven't we been told previously that its available in the cloud?

. @DHenschen I think that this is not new but packaged for consumption for #cloud

@DHenschen, Exa* has been supporting customers' private cloud for a long time. The fact that Exadata is now available in the Oracle Public Cloud, entirely managed by Oracle, with the pricing and consumption model as a true cloud product is brand new

@JonHuangORA this should really increase the reach of Exadata foothold down the market

@furrier absolutely. extreme workloads support now easily accessible without the upfront capex and on-prem cost. brilliant!

Another example where new news seems familiar: Oracle Enterprise Manager to manage both on-prem and cloud? Heard that before, so what's the new wrinkle/nuance?

@DHenschen the EM capabilities are very quickly catching up. be sure to check out the EM 12cR5 launch event http://bit.ly/1fuB67... on 6/25.