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> I can totally see the big "enterprise" type IT departments using Oracle/Weblogic stack going for it at least in the "paid POC" type mode to get things rolling.

As someone who works at an "enterprise" - the default is AWS. They have the consulting network, the certifications, and the list of other big companies already using them. Their biggest challenger is Azure, because Microsoft are already in the enterprise, and have good stories to tell around helping you cloudify your Office deployment model, Exchange, etc etc etc. At that point "hosting VMs" is an easy upsell for them.

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