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