Oracle's Customer Transition Challenge

Oracle narrowly missed its number last quarter, so it was good to see the company come roaring back — it made a lot of money. More importantly, many analysts have conceded that Oracle has reached a point in its infrastructure deployment where it can mount a serious challenge to other providers and supply the needed cloud services for its ERP and cloud database businesses. The recognition is important for all parties. Analysts finally can admit that their consternation this past year over the disparity between SaaS and IaaS had a logical cause.

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