Title says it all
10 replies (most recent on top)
Bunch of low performers from MSFT, AMZN conned TK to let them build a world class cloud infrastructure. We know where we are with those folks ......
Using the Microsoft mobile analogy... Oracle's strategy right now is like when Microsoft bought Nokia to compete with iPhone and Android.
@cpy - you’re absolutely right my friend, unfortunately LE doesn’t have it in him anymore. There was a time and now it’s gone ... limping into the grave LE and his creation ... very sad but true, the end.
I doubt it too because with the cloud the rules have changed. You can't just enter the market late or buy a competitor. You need global infrastructure and capital investment for years, or you need to build your software on another player's cloud like Salesforce is doing with AWS.
Oracle is doing neither of these things.
LE and Oracle missed the cloud in the same way Microsoft missed mobile.
We had some early products the same way Microsoft had early Windows Mobile. When AWS came and changed the world we arrogantly sneered that we already did that, the same way that Microsoft did when the iPhone launched. By the time we realised it was in fact not the same thing and tried to launch something it was too late, like Windows Phone 7/8/10.
Microsoft did not miss cloud the way they missed mobile. Oracle has missed cloud, but hopefully we will be there for whatever is next. I doubt it though.
People. ...... Working with the top 3 cloud companies, you feel privileged, honor and proud. Ask yourself if you are proud being at OCI. Ask yourself, if you can go by the day without worrying about your job going away and so you can focus 100% on your work. IBM and Oracle have something in common. They are terrible place to invest your time and career in. When an employee not believing in it, the company will not be successful even presented with great ideas. Software companies are all about their people. There is a reason why Oracle late to the cloud game. Innovation cost money. LE lets other bang their heads on the wall first, if successful, he will jump in, if not, he saves the innovation costs. But in this case, early bird got the worms. LE gets the droppings.
This all just breaks my heart. Larry is/was really very intelligent. He did see what we now know as cloud coming, tried for it in the 90s, was too early. Nobody could use a $500 Network Computer over dialup and dsl was hard to get.
He got embarra$$ed by NC's visible commercial failure, which ticked him off. Then when he saw others hailed as visionaries for what he thought he'd seen much earlier, he got all hissy fit and made those cloud rants.
Then around 2010 good and bad things happened for him and he got distracted. He hired MH to do the boring stuff while he "regrouped." Unfortunately MH and SC and the toadies drove Oracle into the ditch. The tame board did nothing because LE was content. Oracle Cloud wasn't one, was "in his mind" but not built right.
By the time it all hit the fan, LE had been happy and had other priorities. What effort he makes after TK left likely not enough given the mess.
Unless LE dumps MH and gets strong single CEO with vision and skill, just financial engineering on the way down.
Sure LE and his extended family will have billions. He earned them. But dear g#d, he deserved a better page in history. He really was something, you know? He got old and vain and more insecure and went for arrangements for far too long. Got teeth fixed. Ah, LE. Did you stop seeing they all were quid pro quo? I cannot believe you meant to be known as the guy who drove his company into the grave. Not you.
You got your elbow back. Get the company back to something admirable.
This is my last post. Godspeed to you all and especially to LE. Da#n you were good.
Had LE promoted (Charles Phillips) to CEO, Oracle as a business would be in a better state then it is and growing. Unfortunately, MH is destroying the business that LE built from scratch.
The reason is just one. Larry or other CEOs do not have vision. They want something successful, there is a reason. If you don't have it, no one will give it to you.
Two reasons:
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Don’t have the talent to develop a real cloud
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Don’t have money to build infrastructure