"I continue to find it very, very odd that Oracle chooses AWS as a competitor and wants to compete on infrastructure services," Rymer said.
Infrastructure services offer low margins and are "a race to the bottom," he said. "Oracle wouldn't get to Amazon's scale for long time."
Instead, Oracle should be competing with Salesforce, IBM, SAP and to some degree Microsoft, he said.
Amazon focuses on selling to line managers, but Oracle focuses on selling to IT, agreed Rob Enderle, principal analyst with Enderle Group.
It's possible Oracle's focus on Amazon reflects a shift in strategy, but since that wasn't officially articulated, it could also have little basis in fact, Enderle said.
Oracle has "a history of being creative with their claims," he noted. "It is always prudent to take them with a grain of salt."
One thing, however, is clear: Oracle is now serious about the cloud and will likely do what's needed to ensure the effort's success, Enderle said.
Indeed, as 18th century British author Samuel Johnson famously noted, "the imminent prospect of being hanged concentrates a man's mind wonderfully," said Pund-IT's King.
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