Ellison made a big point of zeroing in on Amazon as its key competitor in the cloud space, but potential Oracle Cloud customers are very different from Amazon’s, and they face very different problems, Rymer pointed out.
“Amazon’s services are not well-suited to Oracle’s base,” which tends to be less generic and more technical, he explained. For example, “Amazon is not going to provide SaaS [Software as a Service] to match up with the apps customers are using from Oracle.”
Companies like Oracle and SAP have a real chance to serve more technical workloads, focusing on core business processes, he said.
“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.