Despite all the great things Oracle has done in the past, customers are becoming disillusioned with the financial penalty. The word is:
- Fusion will be heavily diluted in an effort to get something out the door in 2010,
- JD Edwards’ forward development has pretty much become stagnant,
- There are growing concerns over Oracle’s ambition to resurrect the ghost of Tom Watson as Oracle moves towards becoming the 21st century IBM, while
- Oracle remains firm that it will not budge on 22%.
WTF, "Fusion will be heavily diluted in an effort to get something out the door in 2010"? Just how long is it going to take for Oracle to get this story together, let alone right?
... and there's a few people in my town who won't be happy to hear about stalled development on JDE.
The rest of the post has a couple of interesting points about how Oracle monitors its licenses, and again points out that its maintenance revenue (at 92% margin) is the only thing keeping Oracle profitable ... Ellison wants Oracle to be the IBM of the 60's - if he's not careful they'll end up the IBM of the 80's instead.