Small Rivals Clip Oracle's Wings - WSJ.com

Interesting to consider Amazon (market cap ~$115B today) "small"

"Companies also are warming to the idea that they don't have to spend as much for technology. Even the largest companies are switching to cloud-based technology on a subscription basis requiring no upfront fees. They are experimenting with database technology that is based on Hadoop, free software developed by engineers at Google Inc. and Yahoo Inc.
Dave Corchado, CIO at digital marketing agency iCrossing Inc., an Oracle customer, said its new spending is going to Oracle rivals such as Amazon.com Inc. It uses Amazon for computing power and the Hadoop free analytic software. Spending on databases from Oracle "remains intentionally unchanged," he said."

Small Rivals Clip Oracle's Wings - WSJ.com