Eye on Oracle

Aug 15 2007   10:05AM GMT

Oracle bigger than Microsoft?

Derek Kuhr Derek Kuhr Profile: Derek Kuhr

Oracle founder and CEO Larry Ellison had no shortage of things to talk about on his recent trip to Israel. Speaking to reporters, the outspoken head of industry said that open source software is no big threat, that Web 2.0 is more than just a passing fad and — now this one really got me — that he believes Oracle will be bigger than Microsoft one day.

Wow. Oracle bigger than Microsoft? Now there’s something that never occurred to me. Maybe it’s just human nature, or maybe it has to do with the fact that I’ve been working with Windows products since I was a young lad, but it’s hard to imagine any software company becoming bigger or more recognizable than Microsoft.

But on second thought, why not? Oracle has been on an acquisition tear in recent years. Isn’t it possible that one day they could purchase their way into being bigger than Microsoft? What do you think? Will Oracle become the biggest software company one day?   

— Mark

25  Comments on this Post

 
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  • Derek Kuhr
    "...maybe it has to do with the fact that I’ve been working with Windows products since I was a young lad. ...and at the same timeframe as you were tweaking DOS on a 640KB system, Larry Ellison was bringing RDBMS technology to the various mini-computers of that era. He's got something up his sleeve.
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  • Derek Kuhr
    I think Ellison (for all his egocentric ways/comments) is correct. There are two battle grounds for "software dominance": one is the desktop which is always in front of us and the second is in the "back room". Oracle definitely has a pervasive presence there due in part to its acquisition spree. The second thing is that there is more monies to be made in the "back room" as opposed to the desktop. I see this most evidenced by our company's budget for maintenance and support of software of which Oracle Database and eBusiness Suite are a part. Those who focus on Oracle as a "database only" need to be acutely aware and perhaps regularly reminded that Oracle has far more items to offer today than just a database. We started four years ago on a CRM project that had three main applications: Oracle (database), Tibco (EAI), Siebel (CRM) and Lodestar (accounting). Now with Oracle's acquisitions we are now using Oracle (database, Siebel, Lodestar), and Tibco. An interesting change in perspective for us.
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  • Dan
    When companies can feasibly run Linux as the OS for their business users, I think Oracle will begin to establish itself as the complete one stop shop which Microsoft presents itself as today. With this recognition, it definitely has the opportunity.
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  • Derek Kuhr
    i sure hope so. i hope apple is the OS of choice and Oracle for database/applications. we need these 2 players that set new technical directions rather than microsoft that just copies other peoples ideas.
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  • Gary
    "apple is the OS of choice and Oracle for database/applications". Hmmm, doesn't that assume you get a version of Oracle running on Apple ? But what does 'bigger' mean ? Employees, gross revenue, customers ? I don't think the last will happen. Microsoft has fingers in the home market (Xbox) that Oracle will never touch. Linux/Open Source and media copyright holders (movies, music) won't ever play together keeping proprietary systems (ie Microsoft) in the home. Home IT spend will easily outstrip business IT spend. And, lets face it, except in the a segment of the database market, Microsoft and Oracle don't even compete. Oracle isn't gouging money out of Microsoft's pocket. Maybe Larry's just dreaming that someone will come and break Microsoft up into half a dozen 'Baby Bills'.
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  • Derek Kuhr
    Definitely Oracle will become the #1 software company in the market as Linux is becoming the platform for most of the companies and in windows and Linux war Linux is always better as compared to Windows. An Oracle database is the best on Linux platform.
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  • Derek Kuhr
    Well despite the usual (egoistic) comments by Larry Ellison I would not dismiss his ambition.Oracle is the dominant factor on the Enterprise domain.SAP,IBM,MS,TIBCO and the others have deep core competencies in certain areas.However Oracle thanks to acqusitions is everywhere. However his comment that "open source software is no big threat" ...well in that case why does Oracle not stop supporting Linux. Bigger than MS ...it already is (Enterprise) Desktop... no chance not even to Apple unless they remove the H/W lockin. So here is to an intreasting ride .....
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  • Derek Kuhr
    No way! Sorry, May be, who knows! But "bigger" does not mean "greater". Oracle (product family) is already much greater than MS! MS is bigger revenue wise! On anything else! If all that is available on Windows can be made available on Linux/XXX who would touch Windows? And "all that is available on windows" come from MS's strategy of Partnering with others. If anything that is great (gr8 to talk) about Bill Gates and MS is - they have leveraged partnering more (80/200)than their partner and provided a gr8 deal to their consumers.Every other comapny in the world can learn from that.
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  • Derek Kuhr
    Apple as the client OS and Linux on the server side is not bad at all. It only requires a more open mind from Apple's side. Then Oracle has the opportunity to act on the database, applications and storage.
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  • Derek Kuhr
    It was not too many years ago that IBM was the dominant force in computers /IT. History has taught us anything can happen! Oracle PC's? Hmm?
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  • Derek Kuhr
    I heard Larry Ellison speak at two Oracle Open World conferences. Both times I came back thinking this guy has a chip on his shoulder. He simply hates being not as rich as Bill Gates. At least his yacht is bigger and better than Gates's if he has one. As for Oracle bigger than MS? it ain't going to happen any time soon. Of course, Oracle can try to acquire MS. Now, won't that be exciting!
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  • Derek Kuhr
    Well, it's possible. Microsoft buy Oracle and Microsoft changes its name to Oracle.
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  • Derek Kuhr
    I have worked on SQL Server 2005 writing stored procedures and I have worked on Oracle 9i doing the same and I will take Oracle any day, it's the best. With all the applications and platforms that Oracle runs on makes it a awesome choice for companies of all sizes to use and grow with as the company expands. As far as Oracle getting bigger than MS, you bet it can! How many more new Operating Systems and Office suites can MS push out the door, with the advent of Open Source OS, and Offices? My bet is on Oracle.
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  • Derek Kuhr
    It seems true to me as Oracle is fully secure database and if the OS is Linux then that would be the best and most secure combination that no other combination provides.
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  • Derek Kuhr
    Unless Microsoft has a change of strategy they are going to eventually become a victim to an open source operating system and web applications. It's just a matter of time.
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  • Derek Kuhr
    I don't think that can happen in the near or far future. Oracle is loosing against other companies. Being first in RDBMS has given advantage to Oracle but that's all. They are trying to generate all software like RDBMS. Also they claim that MS has so many bugs but I've seen very bad bugs in Oracle and lots of them are hidden. Some of the bugs are fixed years later. MS fixes softwares only days later. You know Metalink. Only thing that makes Oracle seem like good is the infrastructure. All Oracle software is server software and are hidden behind the firewalls, protected by lots of other software, run on very special servers. But MS runs on any platform. Oracle does not have open mind. They are loosing. So much credit is given to Oracle but in the near future people will understand that Oracle is a balloon and deflated in a few years. Java/Oracle DBA and App Developer Taner Akbulut for more than 5 years Also developed with MS Visual Studio 6 in the past for more than 2 years
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  • Derek Kuhr
    I think Oracle and Microsoft are not competing.Microsoft considers Google its main competitors and Oracle considers SAP as its competitor.
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  • Derek Kuhr
    A couple of years ago Oracle introduced a logo with the subscription of "The information company" underneath. I think that was the first showcase of a big and even bigger ambition so yeah they want to be bigger than ms
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  • Derek Kuhr
    It depends on what Larry means by becoming bigger. In terms of revenue, yes it is possible for Oracle to move ahead of Microsoft in a few years time looking at the acquisitions (as pointed out by Mark). But if you look at the popularity or even the brand recognition factor then Microsoft is way ahead and will stay ahead of Oracle for many years to come. The reason being very simple - Oracle is into specialized softwares/packages and a common man using a PC may/may not be aware of Oracle but Microsoft has the advantage of the Windows OS and MS Office suite, which makes it known to even a simple PC user. Rishi
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  • Derek Kuhr
    Microsoft like a single-handed goliath...not too successfull these days...and the Oracle extended and very successfull...so why not... (I'm pulling for Ora :-) )
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  • Derek Kuhr
    I bet this can happen. With the Oracle's shopping cart getting filled with more and more companies, it's (Oracle's) horizon is increasing. Oracle's been buying databases (TimesTen, etc) and Applications (Siebel, PeopleSoft, etc) and next could be Operating Systems. Best luck Larry !!!
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  • Derek Kuhr
    Yes as Rishi said, It is obvious Oracle cannot overtake Microsoft in its OS field.Even most of the engineers including me fond to be the Slaves of Mouse as it is userfriendly and typing is not required. But if we see technology wise Database:Oracle is best among all the RDBMS Datawarehouse:Oracle10g is picking up but not sure will it overtake Terradata(It depends who is the first to aquire NCR). Programming:Already Java had taken up the whole plate leaving .Net only the pieces. Apps side:Oracle Apps and Oracle Fusion is expected to be the frontier. Considering all Oracle(Oracle Fusion,10g)combined with Java will lead the world for sure.
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  • Derek Kuhr
    Could be possible. But Oracle product portfolio is much smaller than Microsoft. Second most of the Oracle products are not user friendly. Which medium level of user can understand.
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  • Derek Kuhr
    "...MS runs on any platform..." I can't say that I've heard of Sqlserver running on Ultrasparc. Oracle favours Linux, and used to favour Solaris. Windows is the poor relation in terms of releases and features. Moving from 32-bit to 64-bit on Windows entails losing OHS, althought there are rumours that it may be reinstated at some point in the future.
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  • Derek Kuhr
    Oracle may not be so user-friendly,thats one ground Oracle has to cover.If this is achieved there would nothing stopping Oracle to outwin Microsoft one day.
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