Most of OOW seemed to be about Boxes, the bigger the better.
I'm not a DBA. The people at Pythian are, and they've said nice things about the Appliance. I think it suits their business model, which is external DBA support. If a company already has good DBAs and listens to them, it shouldn't fare too badly on getting the correct hardware setup. If it doesn't have good DBAs (or it doesn't listen to them), then it probably won't hear about the appliance, and they'll end up with some commodity kit (maybe running MySQL or even SQL Server).
The Exalytics machines is way out of my field. It is probably good. It is probably expensive. It is probably something I won't get my hands on. The same goes for the rest of this Big Data stuff. Clusters of scores of machines are expensive.
We do have a nice NoSQL solution. I'll probably download that to play with, but it is something that is really for Java developers (or some of these newer languages that get fashionable every couple of years). I think I'll have to re-title myself as a 'Relational Database Developer'.
So the 'cloud' bit was the part that appealed most. Not the Fusion Apps stuff. Its nice that it is finally out there, but that isn't my field either.
Guy Harrison's tweets have included some nuggets "DB cloud service will not support direct SQL from outside oracle public cloud - stateless REST calls only." and "DB cloud service gives you a schema in a shared DB, not a whole instance like Amazon RDS. More like SQL azure than RDS"
Pricing won't be cheap. This is Enterprise Edition folks. It's not for startups trying to run a business on pizza, coke and little white pills. It is for people with big pockets.
Roel Hartman indicates that SQL Developer 3.1 will have some special sauce that will allow you to connect to these cloudy databases. I think the twitter-stream has a screen shot, but I've lost it. [Twitter was in turbo mode the past few days - unfortunate for us down under where a lot of the action happens while we are in bed.]
Other IDEs may need to do some catching up to work with those databases. I'd also suspect that it might prove a barrier to any applications not running on Oracle's cloud too. While Java (and other JVM languages ?) might be doable, I wonder whether Forms will make the cut.
Application Express seems to be making its presence felt. Though after Larry aired his views on Salesforce, I wonder whether the "apex" name will become a battleground as a "cloud language". Hey folks, the appex.com domain name appears vacant at the moment.
Oh yes, the Social Network thing. My last company used Yammer, which was pretty similar to what Salesforce offers with Chatter, and the company I'm working at now has something similar. Yes they have a Facebook 'feel', but the focus is 'employer' related. People will have both and won't have a problem keeping them separate, mostly because your employer 'owns' one and all your friends who work elsewhere won't be there.