This is as much or more about moving away from a specific product stack - Oracle E-Business Suite (EBS), which is an aging and expensive ERP titan. The news an

This is as much or more about moving away from a specific product stack - Oracle E-Business Suite (EBS), which is an aging and expensive ERP titan. The news and people who aren't dealing with Oracle don't necessarily see that clearly. I'd bet that their Oracle Data Warehouse being referred to here isn't just about the Oracle RDBMS database technology itself, they are talking about a specific COTS Oracle Data Warehouse model that you can buy prebuilt and works as a destination for all other Oracle ERP etc. subsytems. I say this knowing it first hand coming from a company trapped in that particular Oracle stack. It's expensive, limiting and very locked in, and has a huge footprint and requires specialists to run (as do many ERPs). I see actually a mad scramble by the big tech vendors (Microsoft, SAP and others) trying to push their ERP solutions as cloud enablement has opened up a window of opportunity to shift and escape some of the pains of the old ways (while creating an entirely new set of problems). I'd be more interested if Amazon sees this same opening and is trying to enter the ERP game itself by building something in house that they turn around and offer as a service via AWS. They certainly have the scale to look pull off such a thing, and they already own all the enabling technologies to build an ERP system, data warehouse and rest of the stack. That's my pet theory at least!