Oracle Open World – A Sea of Red (White and Blue)

At the highest level, and away from specific products, the feeling at OOW was that of a company that is comfortable – confident yes, but also almost calm – in its endeavors. There was no dramatic strategic ‘reveal’ or new thematic phrase; there was simply, and effectively, more steady progress. Is it winning in every place it competes yet? No, of course not. But it has the time, vision, and resources to make the adjustments and wait for results to improve. Given its leadership in certain key markets, this is hardly akin to the 8 to 1 deficit faced by the US (ahem…Oracle) team in the America’s Cup…but there might just be more relevant parallels in all that determination, route-charting, and investment than I had initially realized!

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