

Compared to the Oracle of five years ago, we may not have a new Oracle, but we definitely have a different Oracle, says Ray Wang, principal analyst and CEO of Constellation Research, Inc., a Silicon Valley-based research firm.
Wang sat down with John Furrier and Stu Miniman, cohosts of theCUBE, from the SiliconANGLE Media team, during Oracle OpenWorld 2015.
Wang said that Oracle has now found cloud “religion,” but its later-than-expected adoption was partly based on customer response. “The original Oracle customer base wasn’t ready for the cloud five years ago,” said Wang. “Now Oracle has jumped in — and they’re all in.”
In both public and private cloud, Oracle would join established providers such as Amazon, Hewlett-Packard and Microsoft. Wang sees changes in the secure cloud space. “There is definitely going to be cloud consolidation,” he stated.
“Winner takes most is what’s going on here,” added Furrier.
Wang said that cloud-vendor lock-in, moreso than cost, is the main challenge with the cloud. “We think that 60 percent of all mission-critical data is going to be outside your four walls,” he added.
Today’s Oracle has progress on the horizon. “There are interesting things happening in middleware and the stack,” said Wang. “Its products team works really hard and is compressing innovation down the stack.”
Watch the full video interview below, and be sure to check out more of SiliconANGLE and theCUBE’s coverage of Oracle OpenWorld 2015. And join in on the conversation by CrowdChatting with theCUBE hosts.
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