Oracle’s recent partnership announcements to supply Oracle technology to key cloud vendors such as Microsoft, NetSuite, and Salesforce.com create serious implications for the market.On June 28, 2013, Esteban Kolsky, Holger Mueller, and R “Ray” Wang discussed the implications of Oracle’s recent partnerships for:
Salesforce customers
Microsoft customers
NetSuite customers
Oracle customers
Cloud competitors such as Amazon, Google, IBM, SAP, VMWare, and Workday
Join us at Constellation’s Connected Enterprise, October 30 – November 1, 2013 http://connectedenterprise.ontrackevents.com/home.cfm
Webinar recording (sorry, audio only at this time. If you require the slides, please send your request to Courtney[at]ConstellationR[dot]com)
Webcast Index
00:00 – This webinar is over subscribed!!
01:12 – Introductions of Esteban Kolsky and Holger Mueller w/ host R “Ray” Wang
01:40 – April Fool’s joke gone live?
01:53 – Oracle’s Earnings Call and Larry Ellison’s “Leak”
04:05 – Oracle Microsoft partnershp “When hell freezes over – Oracle Databsae in Azure and Hyper V running Oracle database?”
09:16 – The flavors of Cloud Computing
14:34 – Oracle sneaks out Oracle Database 12c
21:23 – Netsuite’s Partnership With Oracle HCM abnd Deloitte
25:57 – Are we going back to closed models instead of the open cloud?
29:13 – And now a word from our sponsor… Constellation’s Connected Enterprise October 30 to November 1, 2013 San Franicsoc, CA- Register here
30:19 – Salesforce – Oracle “Bromance or Betrayal” the Larry Ellison and Marc Benioff Telenovella
34:06 – Is this about succession planing for Oracle’s Larry Ellison?
35:26 – Why not IBM, Dell, HP? Will we have a walled garden of #cloud?
39:43 – Impact on SAP HANA
42:26 – The story of Tom Siebel’s one trick pony and demise, why the “better together” strategy w/ Oracle ERP
47:08 – Is it the end of multi-tenancy as we know it?
49:35 – What does it mean for customers? Axis vs Allies
54:00 – Event Plug: Oracle Open World is September 22 to 27, Dreamforce is November 18 to 21. Both events are Moscone Center.
R “Ray” Wang (pronounced WAHNG) is the Principal Analyst, Founder, and Chairman of Silicon Valley based Constellation Research, Inc. He’s the author of the popular business strategy and technology blog “A Software Insider’s Point of View”. Wang has held executive roles in product, marketing, strategy, and consulting at institutions such as Forrester Research, Oracle, PeopleSoft, Deloitte, Ernst & Young, and Johns Hopkins Hospital. His best selling book, Disrupting Digital Business, published by Harvard Business Review Press provides insights on why 52% of the Fortune 500 have been merged, acquired, gone bankrupt, or fallen off the list since 2000.
Wang is a prominent dynamic keynote speaker, research analyst, and industry commentator working with clients to transform their business models using exponential technologies. He’s spoken around the world at almost every tech related conference including keynotes for tens of thousands of people and intimate executive settings such as Davos. Ray’s clients include a majority of the Fortune 500 and Global 200.
Ray is well quoted in media outlets such as the Wall Street Journal, FoxBusiness, CNBC, Bloomberg, CNN, CGTN, Tech Crunch, Business Week, and Fortune. He has thrice won the prestigious Institute of Industry Analyst Relations (IIAR) Analyst of the Year Award and has repeatedly been in the #1 slot in the AR Power 100 list for over 10 years. Ray resides in Silicon Valley when not traveling 500,000 miles a year in the air.
