甲骨文和SAP推特上演罵戰(zhàn)
????甲骨文(Oracle)的云計算已經(jīng)醞釀了快7年,而拉里?埃利森加入推特差不多也花了這么長時間。這位心直口快的首席執(zhí)行官上周三發(fā)布了自己的首條推文,不出所料,他用了近140個單詞(每條推文的字數(shù)上限是140個單詞)來攻擊對手SAP:“甲骨文如今在云端有100多個企業(yè)級應(yīng)用,而SAP直到2020年都只有SuccessFactors這一款應(yīng)用?!?/p> ????到周三晚間,埃里森已有22,000名粉絲(他僅僅發(fā)了一條推文)。不過,在當天早些時候正式發(fā)布甲骨文云戰(zhàn)略時,埃里森可是大放厥詞。他不僅竭力貶低SAP,而且還對新興云計算公司Salesforce、Workday等冷嘲熱諷。在新聞稿中,埃里森把甲骨文云計算稱為“地球上最全面的云計算”,而其它云計算公司則“僅能應(yīng)付小眾場景?!盨alesforce首席執(zhí)行官馬克?貝尼奧夫在推特上擁有34,550名粉絲,他對埃里森的言論予以猛烈回擊,“小心這條虛假微博”(貝尼奧夫此前曾稱甲骨文云計算是“虛假云計算”)。 ????與此同時,SAP發(fā)布了一條官方聲明來回擊埃里森。 ????“像往常一樣,你應(yīng)該能看到,甲骨文批評最多的競爭對手恰恰是其最害怕的。而這一次,拉里森自己都前途未卜。云計算業(yè)務(wù)的盈利與否取決于其規(guī)模大小,SAP的SuccessFactors業(yè)務(wù)擁有1700萬用戶,我們是世界上最大的云應(yīng)用程序供應(yīng)商?!?/p> ????甲骨文新的云計算業(yè)務(wù)非常龐大——該公司表示將提供100個應(yīng)用程序,從核心企業(yè)資源規(guī)劃程序到HR部門使用的人力資源管理程序都有涉及。甲骨文云計算還將提供平臺服務(wù)、社交監(jiān)控工具等其它產(chǎn)品。 ????當然,規(guī)模(和無禮的推文消息)顯然用處不大。SAP和甲骨文采取了不同的方式,這兩家技術(shù)巨頭近來都進行了大量的收購,以增加自身提供的云產(chǎn)品。然而,它們的大部分收入仍然來自于運行在企業(yè)本地的軟件(on-premise software),而非基于云端的軟件,而且它們尚待證明自己能轉(zhuǎn)型成云計算服務(wù)巨頭。 ????就甲骨文而言,它將自身大部分軟件針對云端進行了改寫,這是一場豪賭。而且,要使客戶接受并使用這一套新產(chǎn)品,可能成本高昂,而且曠日持久。但有一點是確定的:假如埃里森繼續(xù)寫推文,推特圈肯定會熱鬧不少。 ????譯者:項航 |
????Oracle's cloud is almost seven years in the making—about the same amount of time it took for Larry Ellison to join Twitter. The outspoken CEO issued his first Tweet on Wednesday and, true to form, he used up much of his 140 characters to knock rival SAP: "Oracle's got 100+ enterprise applications live in the #cloudtoday, SAP's got nothin' but SuccessFactors until 2020." ????As of Wednesday evening, Ellison had nearly 22,000 followers (and just one Tweet). But there was plenty more trash talking as he officially unveiled Oracle's (ORCL) cloud strategy earlier in the day. Ellison didn't just slam SAP (SAP), he also went after younger cloud companies like Salesforce (CRM) and Workday. In a release, he called the Oracle Cloud the "most comprehensive cloud on the planet Earth" and said other cloud vendors "only have niche assets." Salesforce CEO Marc Benioff, who has 34,550 followers on Twitter, responded to Ellison's claims with his own jab: "Beware of the false Tweet" (Benioff had previously referred to Oracle's cloud as the "false cloud"). ????Meanwhile, SAP issued a statement in response to Ellison: ????"As usual, you can tell who Oracle is most worried about by the competitors they criticize most. In this case, Larry's crystal ball is cloudy. Building a profitable cloud business depends on scale—with 17 million users, SAP's SuccessFactors business has the largest user base of any cloud apps provider." ????Oracle's new cloud is large—the company says it will include about 100 applications, from core enterprise resource planning apps to human capital management, the kind of software used by HR departments. The Oracle Cloud will also offer platform services and social monitoring tools, among other products. ????Of course size (and snarky Tweets) can only go so far. SAP and Oracle have taken different approaches, but both enterprise tech giants have spent billions of dollars bulking up their cloud offerings with a slew of recent acquisitions. And yet, they still make the majority of their revenue from sales of on-premise, not cloud-based, software, and have yet to prove they can transform themselves into major cloud computing players. ????In Oracle's case, it's taken a bold bet by rewriting much of its software for the cloud. Then again, getting customers up and running on the new suite of products will likely be costly and time-consuming. One thing's for sure: Assuming Ellison keeps Tweeting, the Twittersphere just got a whole lot more interesting. |