While I'm not exactly a fan of Oracle I wouldn't dismiss them so easily. Due to business reasons there are lots of applications that companies would rather not

While I'm not exactly a fan of Oracle I wouldn't dismiss them so easily. Due to business reasons there are lots of applications that companies would rather not put outside their own network. Some that come to mind include HR, payroll, and billing. Maybe Oracle can capture some of that value in the form of data center as a service?