
Cloud subscription struggles in the face of AWS -- a formidable player. Look at the stock price the last two years... Oracle is a laggard in AI, big data, and cloud. The company has become "middle-aged" and expects millenials to sell to C-level audiences... are you kidding me?
Cloud is growing but notcat the pace of the industry. ERP, analytics, database are dying.
The cord is growing rapidly. On prem is slowly fading away.
SMB is doing well. Enterprise does not.
Cloud is growing fast. CRM is dead.
Bare metal...competes with Amazon.
fastest: cloud difficulties: cloud
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