Thread regarding Oracle Corp. layoffs

The OCI dev team is a pain to work with. When i worked in oracle openstack team and had to deliver packages to OCI. The oci team's responses were very slow and won't share the schedule with us. Totally no teamwork. How can you beat aws with that?

Maybe oracle can compete in DB but definitely not SaaS - SFDC, SAP, MSFT, WorkDay and many others are way ahead of oracle in SaaS and have much better support / reputations. Under the best of circumstance, it’s back to the future for oracle - a DB company, but even there it now has to fight with Amazon. So maybe oracle is just f---ed like IBM and of course HP - MH’s shining achievement!

Oracle IaaS and PaaS are actually pretty good, but it's too late. The time to invest the capital to be a global player was >5 years ago. "If they come we will build it" might work in the software game, but cloud is different when you need to build out global infrastructure and all the automation/security/etc that goes with it.

AWS and Azure have secured that market, and Google if there is room for a third player.

SaaS and DB are the only areas where Oracle can differentiate. Building on top of Oracle IaaS and PaaS to create SaaS might be a differentiator, but it's also expensive. I think the better option would be to build on others investments and IaaS innovation like Salesforce is doing with AWS.

“Oracle may do well if it stops focusing on SAAS and instead focuses on PAAS and IAAS services alone”

You’re drinking the DJ coolaid. PaaS and IaaS expertise for azure,aws, alibaba & google came from their internal workload. Oracle has no such internal load and their only cloud hope is database and SaaS.

The premise that Oracle doesn't possess the Cloud expertise is wrong. Actually Oracle didn't organise it's expertise better. But now Oracle is in right direction in cloud. Oracle may do well if it stops focusing on SAAS and instead focuses on PAAS and IAAS services alone. Still it isn't there to match up to AWS, but just a pie/small share of the market should be good enough. I wish the SLA times improved, so that they regain customer trust.

The article is quoting other random/hearsay articles

MH won't answer when Morning Maria asks if O will go into debt to buy back more stock. MH says doing more R&D last 2 years. Say what?

https://www.foxbusiness.com/business-leaders/oracles-explosive-database-business-is-smart-human-less-ceo-mark-hurd-says

Video worth listening goes into expected revenues, giving up businesses, etc

https://video.foxbusiness.com/v/6022009171001/?playlist_id=3166411554001

A look at the capex diagram really says it all. Oracle has just not invested in building infrastructure. LE is always looking for the quick-fix, he's not in anything for the long term. This time it's going to do the company in. DB is really all Oracle has and that will be on the downturn before long.

Oracle can try building apps for other systems, but I don't think Oracle can build anything internally. They may be able to continue to purchase and absorb small companies that are building apps. They will destroy each one in turn with in-fighting and territory grabbing by incompetent and corrupt management. That's the way it's always been done, it will continue that way. Oracle cannot clean out its development org, it's too far gone. Can't turn that into any kind of functioning real development organization.

Acquire and conquer is the only thing dev knows how to do.

Clearly the cloud infrastructure c-ap is over with. Bye-Bye OCI.

The article says:

"Oracle's board approved the restructuring plan for fiscal 2019 of up to $432 million.

The company spent $297 million on restructuring through the first nine months of its fiscal year, which ends May31."

Good luck to everyone!

But that is longer than Oracle can keep fooling people into believing it has real cloud as opposed to servers and marked up colocation sites.

If global warming, er, climate change is true, heard we only have 12 years left!