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Posted by Andrew Reichman on October 15, 2010
It’s been a few weeks since the extravaganza that was Oracle Open World 2010, and I wanted to post a few words about what I came away thinking. Aside from the genuine America's Cup guarded by large men with earphones and white gloves, BMX stunts on closed San Francisco streets, Oktoberfest and the Black Eyed Peas, Don Henley and The Steve Miller Band, I’d have to call the event, well, slightly understated. Admittedly, I don’t know much about the world of middleware, so the big ticket product launch of Exalogic was largely lost on me, although it may well be a huge deal to those in the know. There was drama with Mark Hurd’s appearance after his recent hiring; Larry’s never been one to avoid stepping on toes so he was willing to antagonize a huge partner that shared the stage on his keynote. This Oracle/HP friction is an unavoidable reality of the era of co-opetition as Oracle transitions from being a software company that partners with hardware companies to becoming a one stop shop and a competitor to those partners. In fact it’s pretty similar to the dissing of NetApp, EMC and HDS that Larry doled out last year when he announced Exadata, but HP looked better in that round as they were the hardware partner before the Sun acquisition. Did you think Larry was going to become a hardware vendor without burning (or at least heating up) some bridges with partners?
Look past the hoopla and what struck me was the laser focus that Oracle is showing as they transform themselves into a true IT mega-vendor with the world’s leading database at its core. Here are some of the most striking elements of this as I see it:
All that and it was a pretty good party too.
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