Meanwhile, Oracle is set next week to announce partnerships with software vendors around 12c that will "reshape the cloud and reshape the perception of Oracle technology in the cloud," Ellison said. Although Ellison promised the announcements would be "startling," and are to involve companies such as NetSuite, Salesforce.com and Microsoft, only a deal with Microsoft seems especially intriguing because both NetSuite and Salesforce.com are longtime users of Oracle's database technology, although Salesforce.com has made a few moves away from the platform.
But Microsoft has its own widely used SQL Server database, which competes with Oracle's product and is available on Microsoft's Azure cloud platform. And Oracle has its own Azure-like service, through which it also offers its database.
The rumor mill has churned up quite a bit of speculation over the event, with one of the more prominent themes being that Oracle and Microsoft will announce additional support for running Java applications on Windows Azure, said analyst Ray Wang, CEO of Constellation Research. Another scenario being floated would see Microsoft and Oracle team up on an OpenStack-like hybrid cloud project, Wang said.
Chris Kanaracus covers enterprise software and general technology breaking news for the IDG News Service. Chris's email address is Chris_Kanaracus@idg.com.