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Oracle appears to be undergoing a kind of resurgence during the coronavirus crisis. Financial analysts are saying nice things about its ability to pay dividends even in tough times. Its technology, which always has been good, is seeing an interesting uptick.
疫情期间,甲骨文似乎正经历复兴。金融分析师对他们在困难时期也有支付股息的能力加以赞赏,一直都很不错的其科技也正出现有趣的增长。

All of this is buffing the company's image after years of, yes-but responses from the market -- as in yes, they've got good technology, but they're rather litigious about protecting their brand. Or yes, lots of cloud companies use their technology to undergird their offerings, but they're cloud laggards otherwise.
所有的这些都正在削弱公司的形象——但市场的回应——是的,你们曾拥有很好的技术,但在品牌保护上颇有争议。是的,很多云公司都使用他们的技术来完善产品,否则,这些公司就会落伍。

All that is suddenly so much ancient history as the company has hit critical mass in a number of areas: its autonomous database and autonomous Linux offering; its cloud infrastructure business, which is dependent on Oracle hardware and being rapidly built out; and its revamped set of cloud apps.
因为公司在许多领域都达到了临界点,所有的这些一下子都成了历史:它的自主数据库和Linux产品;它依赖于甲骨文硬件、正迅速建立的云基础架构业务;以及它经过改进的云应用程序。

This is all coming together in at least one unlikely place: video conferencing.
所有这些都在一个不可能的地方发生了碰撞:视频会议。

For the second time in a month, first with Zoom and now with 8x8, Inc., the company is touting its brute force ability to host millions of users and push petabytes of data for video conferencing apps.
一个月的第二次视频会议,第一次用的Zoom,现在用的8x8 公司,一个极力吹捧自己拥有能支持数万用户并为视频会议推送PB级数据的公司的产品。

Due in part to the virus, video rapidly is becoming the show-me application -- as in, if you can run that you can run my stuff -- and Oracle, never shy, is happy to promote its customers.
部分是因为病毒,视频正迅速成为自我展示的应用——就好比,如果你能运行我的电脑,你就可以运行我的所有东西——而甲骨文,从不羞于推荐它的用户。

The Skinny
框架


The current announcement details how 8x8 moved its video meetings services from AWS to Oracle to gain a 25 percent performance boost per node. The current implementation is said to support 20 million monthly active users across the planet. That's a lot smaller than the figures touted by Zoom, which also uses other providers like AWS.
当前的公告宣布了8*8如何将视频从AWS转移到甲骨文,以使每个节点的性能提高25%。据说目前的实现方式可以支持全球200万活跃用户。这远比Zoom宣扬的数据要少,当然,Zoom还有使用其他的供应商,比如AWS。
Still, the essence of both stories, from Oracle's vantage point, is that these video conference vendors chose Oracle for its rapid deployment capability and ability to scale for millions of users and push petabytes of their data.
从甲骨文的优势看,这两个故事的本质是视频会议供应商选择甲骨文是因为甲骨文具有快速部署的能力以及能够为数百万个用户扩展并推送PB级数据的能力。
Oracle claimed that its solution saves more than 80 percent in network outbound costs and that it exceeded 1.5 petabytes a day of egress network traffic and was increasing day by day.
甲骨文声称它们的解决方案可以节省超过80%的网络出站成本,每天出口的网络流量超过1.5PB,且这个数据每天都在增加。

"We're incredibly proud to help businesses, organizations, educators and health professionals stay connected during this challenging time," said Vik Verma, CEO of 8x8. "As global demand on our video meetings platform grew exponentially, we needed a partner to scale rapidly and cost effectively with us."
8x8的CEO Vik Verma表示,“在这个充满挑战的时刻,我们很荣幸能帮助企业,组织,教育者和卫生专家保持联系。随着全球对我们视频会议平台需求的指数增长,我们需要一个合作伙伴来快速和高性价比地与我们合作。”

The backstory is that Oracle has been saying for years that it has a price performance advantage against its competition, and while some customers have accepted the logic, many others have put at least part of their data in other clouds, just in case.
背后的故事是甲骨文多年来一直在说它在竞争中具有价格优势,尽管有些客户已经接受了这种逻辑,许多其他客户将它们的一部分数据存储在其他云平台,以防万一。

That's allowed competition like AWS to scoop up some name brands as well as smaller apps and a lot of sandbox business. However, when I looked at data from G2 in Chicago last year, the numbers indicated the average Oracle implementation was 10x the average AWS implementation. No idea what today's G2 data reveals.
这就使得像AWS这样的竞争者可以抢占一些商标和一些小应用程序和许多沙盒业务。但是,当我查看去年芝加哥G2的数据时,数据表明甲骨文的平均实施是AWS的10倍。不知道今年的G2数据可以揭示什么。

This week's announcement, along with the recent Zoom announcement, shows huge scalability and speed to market. It also provides evidence of a significant takeaway.
本周的发布会,和最近Zoom的公告,都显示出它们巨大的发展潜力和上市速度。它还提供了巨大,这也提供了重要收获。

My Two Bits
我的两个举措

Oracle has been around long enough to have gone in and out of style many times. It outlasted the baker's dozen of relational database companies that emerged in the 1980s. It led a wave of applications development and then a wave of consolidation as it bought up CRM companies like Siebel and other enterprise vendors such as PeopleSoft.
甲骨文已经存在很长时间,已经多次出现过时的情况。它比贝克在80年代兴起的数十家类似的数据库公司要持久。在收购Siebel等CRM公司和PeopleSoft等企业供应商之后,它引发了应用程序的开发热潮,然后是整合热潮。

It rode the consolidation wave as it began retooling for the cloud, albeit late, as is widely acknowledged. Still, it was only late compared to the market and not compared to where its customers wanted to be at the time, which was on-premises.
众所周知,当它开始为云重组时,掀起了一股重组热潮,尽管这已经迟了。不过只是与市场相比迟了,而与当时客户希望达到的位置相比并没有。

At that point, Oracle became challenged from multiple sides -- by companies like Salesforce, which built a better mousetrap, and upstarts like Amazon, which spun up a vanity project to build its own relational database.
那时,甲骨文面临多方面的挑战-像Salesforce这样的公司,该公司构建了更好的捕鼠器;而像亚马逊这样的新贵,则发起了一个虚拟项目来构建自己的关系型数据库。

I liken that to the rise of Airbus, the European consortium that decided to challenge Boeing in passenger aircraft. If you have a big enough budget, you can do almost anything, but what's the point?
我把这比作欧洲财团Airbus的崛起,如果你有足够预算,那么你几乎可以做任何事情,但是有什么意义呢?

For all that cash, the Europeans could have built an electric car with a sufficient continental charging infrastructure. I've never understood the logic of introducing another RDBMS into a consolidating market.
利用这些现金,欧洲人本可以建造带有充足充电基站的电动汽车,我从未理解将另一个RDBMS引入合并市场的逻辑是什么。

Now, as a practical matter, vendors are poaching clients from their competition all the time. It's emblematic of the zero-sum economics of this moment in the tech space.
现在,实际上,供应商一直在从竞争对手那里挖客户,它象征着当今科技领域的零和经济学。

I am sure that AWS can make similar takeaway claims -- and for that matter, so can Microsoft. The most significant issue that I see is the demonstration of Oracle's scalability and rapid deployment capability, which will be used in a lot of promotional materials that state unequivocally that Oracle is on the upswing again.
我确信AWS可以提出类似的外卖宣言——就此而言,微软也可以。我看到的最重要问题是甲骨文的可拓展性和快速部署功能的演示,这些将在许多宣传材料中使用,这些宣传材料能清楚表明甲骨文正再次崛起。


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