The week that reshaped the Cloud: The analysts' verdictby
It's been the week in which the Cloud competitive landscape has shifted - possibly forever.
Oracle has chummed up with Microsoft and with Salesforce.com with the former enemies now pledging co-operation and unison.
Lots of questions remain, but what's been the analyst reaction so far?
Techmarketview's Angela Eager is intrigued by Oracle's decision to certify its databases on Microsoft's Azure platform. "These two are not a natural pairing, competing as they do in the database and middleware markets as well as on the Cloud platform front," she notes.
"But after two poor quarters and a late start with its own Cloud platform, Oracle needs to build its Cloud presence and revenue. With this agreement Oracle is hoping to take advantage of the reach of Azure and tap into the Windows OS and SQL Server customer bases.
"With SAP customers potentially replacing Oracle databases with SAP Hana, Oracle needs an alternative revenue opportunity. It is also an additional Cloud -based route to market for Oracle, who has a similar agreement for Amazon Web Services.
He adds: "For the overall Cloud market this forms a positive development as amongst the dedicated Cloud stack vendors – AWS, Google, Microsoft and Oracle – this forms a level of reuse and commonality that previously has not been thought to be possible. Java applications now run on all of the four aforementioned Cloud stacks."
And as for Oracle's new found fondness to partner with its rivals, Wang concludes: "The Cloud sure makes strange bedfellows, and is the real driver and winner."