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Mark Hurd's 10 Most Provocative Statements At Oracle Media Day

Oracle CEO Mark Hurd spoke with reporters about his company's plans for leveraging its SaaS business to seize B2B market share in an imminent wave of massive business software consolidation.

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SAP's Cloud Migration Strategy Provides Oracle Another Conquest Target 

SAP is telling customers they have to move—you have to move your application.

The context of this is you take the same existing workflow of the application and move it from your data center to another data center. By the end of the day, you still have the same workflow.

The problem when you move it, whatever changes or customizations you made to the application, you have to redo those all over again, and of course pay for it them over again.

To be able to have the same functionality when you go live on it, you have to not just make up one year's worth of them, but all of them you've done.

So some of these customers on these 'replatforms' can be facing bills of tens or hundreds of millions of dollars.

They have to go in front of their boards and get justification for tens and hundreds of millions of dollars. That's going to cause the board of directors to say things like, 'have you looked at any other alternatives, do you have any other bids. It can't be we're just going to write a check because you said so.'

And particularly when it doesn't really bring with it any automation, any of these new features, it's really the same on-prem workflow you've had before.

It's in many ways why this market is so attractive. Because the winner isn't going to be just us taking our user base and converting it there and doubling revenue. It's going to be gaining a lot of share.

 
 
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