Trash-talk tea leaves: It's been said before but bears repeating: If you want to know which competitors Oracle is concerned about, just listen for whom Ellison bashes during company earnings calls.
It will be most interesting to see whether Ellison fires any arrows at Salesforce.com and its CEO Marc Benioff. Earlier this year, Ellison and Benioff seemed to bury the hatchet on their long-running public feud while announcing a new partnership that in part involves a long-term commitment by Salesforce.com to Oracle technologies.
Benioff even invited Ellison to Salesforce.com's Dreamforce event in November, but Ellison didn't show.
Salesforce.com made a big splash at Dreamforce with the announcement of Salesforce1, a major new version of its application development platform, and coined a new marketing message, "Internet of customers."
On Wednesday's call, Ellison may try to take down Salesforce.com a few pegs. Workday, SAP and Hewlett-Packard may also find themselves in Ellison's cross hairs.
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