For a company of its size and success, shares of enterprise powerhouse Oracle (ORCL 1.17%) have taken a beating over the last month. The company and its amazing business model are under full assault from a series of cloud-based businesses that threaten to upend the industry as a whole. Clearly, emerging powers in this space like salesforce.com (CRM -1.30%) and Workday (WDAY -2.40%) have Oracle in their crosshairs. However, as a company with a reputation for rising to challenges, Oracle won't go quietly into the night. So how should investors look at this clash of the new and the old? Fool contributor Andrew Tonner breaks it down for investors in this edition of our Ask a Fool series.