Andrew Flower, president of the Independent Oracle Users Group (IOUG), provides his take on the Oracle-Sun Microsystems acquisition in retrospect. Now that it's been more than a year, Flower evaluates how Oracle has managed to integrate Sun products into Oracle servers, and if that integration has been well carried out.
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IOUG on the Oracle-Sun acquisition one year later
Andrew Flower: So we set the mike's go, part of some aside and just look at,
and I'll set Java aside, because those are really the three different parts
of it, I guess. I mean, there's more details in there, but from the Harbor
business it's clear Oracle is eager to start incorporating hardware to
complete out their stack. You know, so that they can sell their customers
everything. And I think that some of that integration that we're starting
to see with exit data. And I'll think we'll start to see more integration
of software and hardware products coming out. So, from that aspect I think
they're making demonstrable progress and I think it's positive. As a
hardware organization doing just strictly, independently selling hardware,
I, you know, it's not something that I deal with in my day job. I haven't
heard anything awful and I haven't heard anything saying, wow, Oracle is
doing a great job.
We do get previews of the products and they are investing in improving the
hardware products and a lot of the folks from Sunman came over are still
energetic and eager and are still very interested in building great
products. And it's something that's of interest to us, the IUG, because if
we look at ourselves versus the other parts of the Oracle community, we
really look sort of at the database looking down through the stack. And
it's just more opportunity, particularly through integration. Our members
are going to have to learn more and more about this stuff. So we've been
making some inroads there at Oracle to make some relationships and things
to help with understanding. Like I said, I don't have any numbers to say
that they're selling servers like hotcakes or anything but they are
investing, they are willingly doing that. They are eager to make the
hardware better; but then also I think that that feeds into more
integration is better for everybody on their team.
Interviewer: Yeah, so kind of following up on that hardware questions, you
know, obviously they're really focused on exit data a lot and, you know,
exit objects as well. But when you look at the Gardiner server
numbers and they're losing market share while everyone else is kind of, you
know, increasing revenue, you think it's too early to make a judgment on
what their doing with their hardware division now in terms of, you know, I
mean, their market share is going down. Is it because they don't know the
hardware market yet? Is it because their focused on exit data and the
profit margins rather than overall revenue? You know, what's going on there?
Andrew Flower: That's a good question and I don't know, I can only speculate
and there's a lot of great companies out there selling hardware products
and perhaps the focus on developing hardware and improving and investing in
hardware for integration does give them, you know, it causes them to take a
step or two back, you know, from their competition and being able to
market. Maybe there is something to be said about the fact that their a
software company that is now trying to sell hardware. Which was sort of the
whole concern at the beginning. So, I don't know what the reason is that
they're losing market share there.