Phil Wainewright observes that most of the panelists at the AlwaysOn SaaS panel are ex-Oracle:
Ray Lane (now with Kleiner Perkins), Marc Benioff (salesforce.com), Zach Nelson (NetSuite) and George Kadifa (Corio, now part of IBM).
When Oracle acquired Siebel Phil was a lot more optimistic about Oracle's On-Demand capabilities.
A year later, the AlwaysOn panel is telling how that market has moved on.
