Thursday, January 30, 2014

Ellison says IBM and SAP no longer Oracle's main rivals - Computerworld

"Small but agile" AMZN, ~$176B mkt cap versus ORCL ~$166B

""Our competitors are this whole new generation of cloud companies. We're focused on the infrastructure companies like Amazon and the SaaS companies like Salesforce," Ellison said.

"We just swapped a bunch of big guys -- IBM and SAP -- for a bunch of other guys; small but agile," he said. He also named Workday as a rival, the application service provider started by PeopleSoft cofounder Dave Duffield, but then quickly dismissed its product."
Ellison says IBM and SAP no longer Oracle's main rivals - Computerworld

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