re: "SPARC on Intel or Unix"
This was when I started to realize this author has limited knowledge of this industry -- at least the enterprise market. AWS is great for startup Internet based companies, and midsize companies needing a bit of a scaling boost, but in general enterprise companies will not trust AWS. Can you image running your companies month end, quarter end, or especially their year end books on AWS? I see possibly some smaller, midsize companies doing this on Azure, but definitely not on AWS. Oracle will be big in moving the traditional enterprise customer to the Cloud -- this is just now starting and Oracle appears to have a pretty good chunk of this market. The big guys pay their bills and are willing to pay more money than the typical AWS customer.