IBM and Oracle are so far behind in the cloud, they might stop trying to compete with Amazon altogether and go a different route, analyst says

OCI days are numbered
Full Article:
https://www.businessinsider.com/ibm-oracle-amazon-forrester-report-2019-11

Dave Bartoletti, the vice president and principal analyst at Forrester, predicted that IBM and Oracle, both considered laggards in the cloud wars, would start competing in other ways. That could mean a focus on providing cloud services that work not only on their own platforms but also on those of their rivals.

"What that means to the second-tier players, rather than continue to try to invest billions of dollars every year to keep up with these huge hyperscale providers in terms of building out data centers and also in terms of the number of services they need to offer to compete, IBM and Oracle will retreat back on battling on hyperscale public stage and go back to helping enterprise clients," Bartoletti told Business Insider.

Oracle declined comment. IBM did not immediately respond to Business Insider's request for comment.

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9 replies (most recent on top)

I think they're referring to:
https://www.bloomberg.com/news/articles/2019-10-09/oracle-is-no-longer-dreaming-of-cloud-dominance

"Ellison said doing well in the database market and with financial applications is enough for him. “If we’re successful in those two markets, it should be enough to make a living,” he said during a September call with analysts."

@1207gSvh-1vka
"LE has already declared defeat on the Cloud battle"

Reference please?

Thanks for the summary of the article I am not interested in pay per view Business Insider at $99 a year just to read even more bad news.

Definitely won't be needing cloud infrastructure. I would expect Oracle will not use OCI at all, they will start writing apps for other platforms and sell those. Just like TK suggested.

LE has already declared defeat on the Cloud battle

Can't be worse than the WeWork deal.

For starters, IBM and Oracle make money, unlike WeWork,

Finally, time to close DJ's sh–show. These are the consequences of internal fighting, rushed products and constant lowering of the employees morale through micromanagement, no raises, nepotism and mass layoffs.

Well am sure LE is intent on being the #1 second-tier player, lol.
Who would acquire Oracle? Maybe SoftBank can scoop up Oracle and IBM. Can't be worse than the WeWork deal.

DOA/NPA cloud contracts didn't work out as planned. HAHA

Thread regarding Oracle Corp. layoffs

IBM and Oracle are so far behind in the cloud, they might stop trying to compete with Amazon altogether and go a different route, analyst says

9 replies (most recent on top)

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