https://seekingalpha.com/article/4200657-let-tell-moving-oracle
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Conclusion
It is fairly clear to me and most other market participants that Oracle has been bluffing about its strength in cloud. Management's credibility experienced further erosion when Ellison called out Amazon and Salesforce's inability to migrate away from Oracle, only to be quickly rebuffed by company insiders at Amazon and Salesforce. It is also odd how publicly hostile Oracle management is towards some of its high profile customers.