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Thought Experiments in Understanding Fusion and Cloud Computing

I have been struggling with what Fusion is now with all the announcements coming out of OpenWorld - and so are the likes of Gartner. Then I saw Larry Ellison's not so optimistic view on Cloud Computing and the profitability of the industry. So, I replaced each "cloud computing" reference with "Fusion". See if this Fusion thing makes sense to you now:

"The interesting thing about Fusion is that we've redefined Fusion to include everything that we already do. I can't think of anything that isn't Fusion with all of these announcements. The computer industry is the only industry that is more fashion-driven than women's fashion. Maybe I'm an idiot, but I have no idea what anyone is talking about. What is it? It's complete gibberish. It's insane. When is this idiocy going to stop?"
"We'll make Fusion announcements. I'm not going to fight this thing. But I don't understand what we would do differently in the light of Fusion other than change the wording of some of our ads. That's my view."

Here is the original (from Wall Street Journal):

“The interesting thing about cloud computing is that we’ve redefined cloud computing to include everything that we already do. I can’t think of anything that isn’t cloud computing with all of these announcements. The computer industry is the only industry that is more fashion-driven than women’s fashion. Maybe I’m an idiot, but I have no idea what anyone is talking about. What is it? It’s complete gibberish. It’s insane. When is this idiocy going to stop?

“We’ll make cloud computing announcements. I’m not going to fight this thing. But I don’t understand what we would do differently in the light of cloud computing other than change the wording of some of our ads. That’s my view.”

I know cloud computing is real - I can click on a few URLs to start using it today:

Comments welcome.

BTW, Oracle Fusion Middleware has done amazingly well as a business and is very real. If it were a standalone company, it would be rivaling likes of VMware. However, Fusion goes beyond that - and that's where I am not clear.

(To those that don't appreciate humor, please read my disclaimer. These are my personal views etc.)

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