SAN FRANCISCO–Oracle’s really packing in the news at Oracle OpenWorld thus far. New Fusion Apps due out early next year. A new Linux distro. A new Exalogic super-duper Web server appliance to come in the next 12 months. A little hissy-fit then make up session with HP. What more could you want?
For Oracle and Sun channel partners, here are the top line items out of the big event.:
They may not actually have kissed and made up, but Hewlett-Packard and its former CEO settled a lawsuit Monday. HP sued Mark Hurd after he accepted the co-presidency of Oracle Corp. just weeks after being ousted from HP.
SAN FRANCISCO–The Moscone Center North hall –which funnels the thousands of Oracle OpenWorld attendees into the keynotes was festooned with Exadata machines, knights-in-armor and a huge poster touting Exadata and Exalogic. The latter–perhaps a business intelligence appliance?–is probably the next hardware/software system soon to be announced by Larry Ellison.
Stay tuned to find out what Exalogic is and what’s up with the knights? (Update: Oops! They’re not knights but Iron Men.)
Newly-minted Oracle co-president Mark Hurd introduced himself to a few thousand Oracle partners Sunday afternoon. And he reiterated what they’ve heard for months now from other Oracle execs:
Specialize and sell more of Oracle’s stuff, er stack.
SAN FRANCISCO–As the masses gather for Oracle OpenWorld here it’ll be interesting to see how much of the big show will highlight more integrated systems, more Exadatas, perhaps the “VM Machine.” More ZFS appliances. You know, the “Software. Hardware. Complete” vision of Larry Ellison’s dreams.
On its first quarter conference call last week, the Oracle CEO talked up integration big time–reiterating his iPod-for-the-data-center message but also played up the need for Oracle to make nice with services companies–yes–even IBM. Actually, especially IBM.
Asked if Oracle needed to purchase a big services company as HP did with EDS, he demurred. “IBM’s services business seems to be the dominant part [of the company and] their product business is important but secondary. We look at it just the reverse.”
“One thing we want to to do is obviate the need for services so if we do a good job integrating our apps together, making them easy to install and upgrade, you don’t need as many services…hardware and software together..storage and server and the OS and apps you don’t need as much integration services, he said.
On the other hand, he said Oracle has a good rapport with IBM’s aforementioned services business and looks for that relationship to expand–most notably in banking where Oracle has vertical application expertise, he said.
Oracle’s earnings calls are great entertainment. Aside from the usual boasts about profitability there are valuable asides, like Larry Ellison’s impromptu recommendation of Hasso Plattner’s new movie in which Hasso interviews Hasso. Hasso Plattner is co-founder of Oracle competitor SAP AG.
But, back to business. Here are the top five takeaways from today’s Oracle call.
With apologies to Google and Microsoft, Oracle may be the scariest software company on the planet.
Moffat joined IBM in 1978, just out of school. At various points during that long career, he was general manager of IBM’s huge Systems Group and was a board member of Lenovo, the Chinese company that took over IBM’s ThinkPad PC line. He, among many other IBM execs, had at times been touted as an possible “heir apparent” to CEO Sam Palmisano.
More than a dozen people were caught up in charges relating to this case. Eleven, including Moffat, pleaded guilty. Alleged masterminds Raj Rajaratnam and Danielle Chiesi still await trial. The judge levied the maximum jail time for Moffat but did defer it till June of 2011.
Hewlett-Packard is reportedly poised to buy ArcSight for about $1.5 billion. The Wall Street Journal and others reported Sunday that a deal is near. (Update: The deal is now official, according to a post to the HP Website.)
ArcSight, which makes security software that monitors computer networks for unusual activity, had been shopping itself around, looking for $42 per share. Its stock was trading for just over $35 on Friday.