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"That's an astronomical [cost], not only a dollar expenditure, but the quality of those integrations will not be as good, and reliability of those integrations and the security of those implementations won't be as good, as our product-sized integrations. I think the savings in time and dollars and downtime [will be] enormous."
"I'll just venture a guess," Ellison said, "it will certainly more than cut those costs in half."
Changing the Competition
Raimo Lenschow, a Barclays analyst, asked how the relationship is changing the competition with hybrid point-solution clouds, as well as vendors like SAP in the legacy apps business.
"We are entering the next step of our industry," Benioff said. "I think Larry has articulated that, as usual, very well. He has articulated these market transitions, I think, with more clairvoyance than anyone else I know over the last 30 years. And this next transition is that we are moving into a world of phenomenal services that are available instantly to customers of all sizes.
"And these services are available today through a wide range of capabilities, whether it's traditional computers, though I think that's happening less and less, and these services are emerging into phones and tablets." Next, Benioff said, will be wearable computing devices, and the challenge will be providing software and services to leverage those as well.