Telecom carriers have been desperate to get into the cloud computing game as a way to maximize the value of their networks. But until they get serious about developers, their efforts will fall on deaf wallets.
While cloud computing is a relatively new phenomenon, it’s being driven by experienced developers, much like open source before it. The reason? Such developers have been around long enough to appreciate a valuable alternative to slogging through corporate bureaucracy.
Oracle missing one quarter isn’t a big deal, but Oracle’s big miss signals significant changes in how enterprise technology is bought and sold. It’s an open question whether vendors like Oracle will be able to embrace things like cloud and open source in time to maintain their existing businesses while creating new ones for the future.