Larry Ellison angrily dismisses suggestions that Oracle’s business will be harmed by the rise of cloud computing. Many misinterpret Ellison’s remarks to mean he (and by extension Oracle) thinks cloud computing is a dumb idea that Oracle won’t pursue. We are now learning that Oracle does, in fact, intend to pursue cloud computing. But we're also learning that Oracle's strategy is more limited than those of IBM and Microsoft, its large-vendor competitors.
Since the announcement of Oracle to acquire Sun Microsystems you can find a lot of thoughts on the web about Oracle’s main motivation behind the deal, the portfolio mapping of the two giants and how Oracle would leverage pieces of the new assets or possibly sell-off some again.
Oracle continues to assure they are not planning to depart from any of their new assets. If we believe in this mantra the consequences to the whole IT eco-system are severe. It is the first time that a large application vendor expands into the hardware territory and forces us to redefine the traditional view of IT market segmentation – again.