On Oracle Going Vertical In a Horizontal World
"Oracle is going vertical to support Oracle Apps. The majority of applications in the enterprise are not Oracle. If you have an entire Oracle world and Oracle shop and 100 percent of your applications are Oracle: Good luck, go do it. But if you look at the data center architecture and the applications that reside there and the new types of applications that are being written in lighter-weight frameworks with different underlying architectures, they are Web-based services. That is not the Oracle application stack. When you look at the proliferation of SaaS models, this is why we think the standardized approach to a common underlying architecture is the best way to go today and in the future. But again, we will continue to support customer choice."