Could get interesting
Yeah, sure, ok, they were late to the cloud. But they are here now and this battle could get interesting. I still marvel at the number of threads and throughput of Oracle/Sun hardware and in the cloud people don't really care what hardware their apps are running on. Hate to say it, but Oracle might do some damage in the cloud market and pull market share from not only AWS, but everybody else as well. Time will tell, but Oracle has a shot here and the other major cloud players need to pay attention lest they get stung a bit.