Posted Tuesday 22nd September 2009 07:52 GMT
Notable by its absence? #
No mention of MySQL?
Oracle CEO Larry Ellison plans to combine Sun Microsystems hardware - all of it - with Oracle software to take over the enterprise-computing world. "I would like us to be the successor to IBM," he told a business and technology forum Monday night in San José, California. But not today's IBM, he emphasized. "We want to be T.J. …
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Posted Tuesday 22nd September 2009 07:34 GMT
Every other day Ellison brags how sucle is gonna rule the world, it gets a bit tedious.
Posted Tuesday 22nd September 2009 07:34 GMT
So Sun's "a national treasure for the last couple of decades"?
Well we know what pirates did with their treasure...
Posted Tuesday 22nd September 2009 08:37 GMT
@Portent Beat me to it.
As MySQL features less and less in Sunacle press releases, I'm looking more and more at Drizzle.
Posted Tuesday 22nd September 2009 08:37 GMT
See http://www.reuters.com/article/wtUSInvestingNews/idCNN2127372920090922 for comment on MySQL, ...
" Ellison also said it would not be necessary for Oracle to divest Sun's MySQL database software business to satisfy European regulators who have expressed concerns about his company's ownership of the unit.
"We're not going to spin it off," Ellison said in response to a question during a dinner at one of Silicon Valley's most prominent speaker's forums, the Churchill Club.
'nuff said?
Posted Tuesday 22nd September 2009 10:34 GMT
Always the opposite of they really mean. What he is really saying is: "We screwed up buying Sun, but there is no turning back. We plan on killing off everything and slowly selling everything. We have no plans at all to keep the Hardware, we'll probably sell it all to Fujitsu or IBM. They software? Well, we'll cut support staff for it until it is only community supported and then we'll wash our hand of it. Oh and we will just move to becoming a services, no question about it"
What they really need to do is just bin the Sparc architecture, its about as dead the Itaniums. They really need to just create an entire architecture around SQL, processors with a limited instruction set, and OS that every other function has been scrapped except APIs for SQL, hell make the kernel accept SQL command natively. Make it simple to move existing databases to it and sell it cheaper per query than a standard machine (Even if selling at a loss) and I guarantee that they they will be rolling in the cash. They already have more than enough experience and people to make it happen. In today's market, niche products are ruling, be better at just one thing than the other guys n something critical and you'll have customers lining up to pay whatever price you put on it. It has worked for so long, Dells are a dime a dozen, Apple has the Style factor, Microsoft has its familiarity, and Sun had high-performance.
Posted Tuesday 22nd September 2009 10:34 GMT
Its always easier saying than doing it . It all sounds like a sales rhetoric to me.
Posted Tuesday 22nd September 2009 10:34 GMT
... only if they die laughing
could this be a ploy to talk up the value of the hardware business, as a prelude to selling it off - surely not!
Posted Tuesday 22nd September 2009 10:34 GMT
I would imagine Larry's pretty limited in what he can say about MySQL, legally or otherwise, while the EU investigation proceeds. For that matter, both companies are still severely limited in what they can say about any future plans at all, until the deal closes.
Posted Tuesday 22nd September 2009 11:56 GMT
Suprised he didn't buy Nortel while he was at it.
Could have had the end to end sewn up, beeting Cisco at their own game...
Posted Tuesday 22nd September 2009 12:06 GMT
Larry is a mouthy git, more hot air than a broken A/C on a midsummer afternoon, but you have give him credit, he almost always genuinely believes what he says...right up until the truth actually hits him like slap in the face!
Posted Tuesday 22nd September 2009 14:37 GMT
Based upon the huge amount they paid for Sun, it seams like an extremely sensible idea to me. i.e Become a solutions company rathe than a tin shifter, et al Dell and HP
Posted Tuesday 22nd September 2009 19:26 GMT
Ellison was adamant: "We are keeping everything. We're keeping tape. We're keeping storage. We're keeping x86 technology and SPARC technology - and we're going to increase the investment in it."
It sounds like Oracle is on it's way becoming a systems company - from the software, to the professional services, to the licenses, to the hardware, to the field engineers, to the maintenance.
Posted Tuesday 22nd September 2009 19:26 GMT
"We think with the combination of Sun technology and Oracle technology we can succeed and beat IBM," he said, "That's our goal." "We are not going into the hardware business," he said, "We have no interest in the hardware business."
SPARC cannot survive and the volumes will not be enough to sell SPARC for only Oracle software.
Look at Exadata...I think they sold 20 in year 1. Now they shitcanned it for sun x86 in exadata2.
Who in their right mind would buy exadata 2 after the exadata1 failure.
My prediction:
Lay off 10K on day 1 then another 5K in six months
Increase Sun prices and maintenance 50% immediately
Increase prices on Fujitsu gear dramatically to force customers to buy T2
Play with MySQL to squash the threat to their core business
Jack up JAVA licenses to completely mess up SAP
Sell STK to EMC for a few shares of VMWare
try to morph into a company that got IBM in trouble in the 1990s
My favorite snakes are Viper and Cobra.........and it looks like the Coral snake might bite LJE in the ass.
Posted Tuesday 22nd September 2009 22:52 GMT
Nothing said here shows Ellison as wrong.
1. HW business is crap, e.g. HP and Dell = low margins
2. Orcale sw business = Vhigh margins
3. Oracle needs HW vendors less than they need Oracle
4. Sun HW, good database platforms
5. Databases need good storage I/O and backup, =Sun
6. Sunacle sounds like a good business!
Posted Wednesday 23rd September 2009 09:14 GMT
The bigger they get, the less popular they become. I can't see too many companies willingly choosing to put all all their IT eggs in Larry's basket. See for example http://www.businessweek.com/magazine/content/09_38/b4147052120632.htm
Posted Wednesday 23rd September 2009 19:51 GMT
The problems for Larry are many. Not least that it is a huge difference from being a Software company and being a HP/IBM.
But the biggest problem IMHO is that there are quite a few Oracle customers, including where I work who are pretty pissed by they way oracle have been jacking up the prices. these last years.
So basically if you think that the something like MYSql will have a chance in this licens factory, you might want to reconsider.
// Jesper
Bigbrother cause free speech is a thing of the past in Denmark
Posted Tuesday 29th September 2009 22:01 GMT
http://www.tgdaily.com/content/view/44130/118/
Oracle is a killer alright....in breaking rules....and charging 22% maintenance fees
Posted Wednesday 30th September 2009 14:27 GMT
Mr. Ellison:
Your dream is based on the imaginary performance of a SUN chi(m)p and Oracle products. By the way, you just can't make up some TPC numbers there is a process that your company must follow.
Please stop promising empty bags to the consumers and start talking the reality.
It is good to have a dream - but not good to live in a dream world
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