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We use on-prem Oracle stuff but had to evaluate the Oracle Cloud versions recently. I can't speak for how they stack up against AWS. But they couldn't even comp
by thisisit 9y ago
We use on-prem Oracle stuff but had to evaluate the Oracle Cloud versions recently. I can't speak for how they stack up against AWS. But they couldn't even compare with the on-prem versions. Cloud versions were very different and nearly alien to the users of the on-prem versions. Not to mention the huge downtimes, they wanted nearly 12 hours every alternate weekend. The cost difference was lower for cloud but finally the company opted for on-prem versions.
That said, as an investor, I doubt someone would look this as negative as "we can no longer compete on any remotely level playing field and need the law to prop us up." Given my limited knowledge of Oracle and Larry Ellison's marketing tactic, this would just be in a long line of marketing speak trying to portray everything non-Oracle in bad light.
If White House follows up on the marketing speak, they get a lot of government contracts and makes a lot of money. This is good for me as a shareholder.
What would concern me, again with limited knowledge of Ellison and Oracle, is if they just rolled over and played dead and pretended that OSS and SV were not a threat to their business. That as an investor would send the alarm bells ringing.