Quoting Larry from his keynote, comparing with Salesforce.com: "Our cloud's a little bit different ... our cloud is based on industry standards and supported full interoperability with other clouds. ... you can take any existing Oracle database you have and move it to our cloud. Just move it across and it runs unchanged. Oh by the way, you can move it back if you want to." He went on to say that Force.com is the "roach model of cloud services" due to its use of custom/proprietary programming languages like APEX. "You can check in, but you can't check out."
Perhaps. If you have chosen to delegate all of your data to an Oracle-only software stack, then knowing you are "free" to run that database pretty much anywhere you want may feel liberating, freeing you from the dark forces of vendor lockin. In other words, avoid data lockin by ... wait for it ... consenting to lock in your data to one vendor's database? Really? And this coming from one of the great industry consolidators of the last decade, a strategy whose success depends on the maintenance revenue of customers keeping their data right where it is.