Commentary

Bob Evans
Senior VP, Global CIO  

Oracle CEO Ellison Vows To Whip IBM In Hardware

In a rare public interview, Oracle CEO Larry Ellison pledged to give IBM the same sort of beatdown in the hardware business that Oracle's given IBM in the software business. Short-term, though, he said Sun-his not-so-secret anti-IBM weapon-is losing $100 million a month.

In a rare public interview, Oracle CEO Larry Ellison pledged to give IBM the same sort of beatdown in the hardware business that Oracle's given IBM in the software business. Short-term, though, he said Sun-his not-so-secret anti-IBM weapon-is losing $100 million a month.From a SeekingAlpha.com summary of Ellison's comments:

"We've already beaten IBM in software, now, if everyone will let us, we will beat IBM in hardware," Ellison said. "That is our goal."

More Global CIO Insights

White Papers

More >>

Reports

More >>

Webcasts

More >>

The "if everyone will let us" was a direct reference to the European Commission busybodies who have been unfairly-and unconscionably-nailing Oracle by holding up approval of its acquisition of Sun due to some mushroom-induced fantasy that Oracle will quash MySQL (though it can't) or that customer choice will be stifled (though MySQL databases don't compete with Oracle's).

This petulant dalliance by the EC throne-sniffers, which I explored in detail last week in "Oracle Nailed By EU Protectionism As HP And IBM Raid Sun", has turned Sun temporarily into a lame-duck franchise and competitors are understandably swooping in and offering aggressive promotions to convince CIOs to jettison Sun and thereby Oracle.

That fleecing has severely compounded the financial challenges Sun was facing before the Oracle deal, with the upshot being that Sun is hemorrhaging $100 million per month while the EC has it locked in legal limbo. Ellison offered this perspective in a MercuryNews.com article:

"The longer this takes, the more money Sun is going to lose, and that's not good for anybody," Ellison said while speaking to an after-dinner audience at the Fairmont San Jose hotel, in an event organized by the nonprofit Churchill Club. "We want to get this done," he said of the acquisition, adding that he wants "to save as many jobs as we can."

But probably the most-interesting comments from Ellison had to do with his feelings toward IBM, a long-time rival in databases and middleware that Ellison has always gone after aggressively in his comments to financial analysts about how thoroughly Oracle was thrashing IBM in that sector. In this rare interview, Ellison expressed an entirely different set of sentiments toward IBM than he's ever even hinted at in all the coverage of Ellison I've come across or been involved in. Here's what he said via the SeekingAlpha.com piece:

Larry Ellison loves IBM Corp. but what he'd love even more is to beat the technology giant on as many fronts as possible. At a Churchill Club event in Silicon Valley Monday night, the Oracle Corp. CEO idolized Thomas J. Watson, who developed IBM into one of the most powerful sales organizations and served as its president from the 1920s through the 1950s.

"T.J. Watson's company was the greatest company in the history of the enterprise," Ellison said. "We want to be T.J. Watson's IBM."

Among other highlights captured in that piece: Ellison would advise young entrepreneurs to pursue biotech ventures instead of those in the computing field because it's "maturing"; and, Ellison voted for President Obama but said he's "surprised there are so many huge spending programs we are facing."

I think we'll just leave that at that.


Related Reading




Currently we allow the following HTML tags in comments:

Single tags

These tags can be used alone and don't need an ending tag.

<br> Defines a single line break

<hr> Defines a horizontal line

Matching tags

These require an ending tag - e.g. <i>italic text</i>

<a> Defines an anchor

<b> Defines bold text

<big> Defines big text

<blockquote> Defines a long quotation

<caption> Defines a table caption

<cite> Defines a citation

<code> Defines computer code text

<em> Defines emphasized text

<fieldset> Defines a border around elements in a form

<h1> This is heading 1

<h2> This is heading 2

<h3> This is heading 3

<h4> This is heading 4

<h5> This is heading 5

<h6> This is heading 6

<i> Defines italic text

<p> Defines a paragraph

<pre> Defines preformatted text

<q> Defines a short quotation

<samp> Defines sample computer code text

<small> Defines small text

<span> Defines a section in a document

<s> Defines strikethrough text

<strike> Defines strikethrough text

<strong> Defines strong text

<sub> Defines subscripted text

<sup> Defines superscripted text

<u> Defines underlined text

InformationWeek encourages readers to engage in spirited, healthy debate, including taking us to task. However, InformationWeek moderates all comments posted to our site, and reserves the right to modify or remove any content that it determines to be derogatory, offensive, inflammatory, vulgar, irrelevant/off-topic, racist or obvious marketing/SPAM. InformationWeek further reserves the right to disable the profile of any commenter participating in said activities.

Disqus Tips To upload an avatar photo, first complete your Disqus profile. | View the list of supported HTML tags you can use to style comments. | Please read our commenting policy.
T-Shirt Giveaway T-Shirt Giveaway: Each week we're selecting one great comment from our readers. The author of the comment will receive an InformaitonWeek Community t-shirt. So get posting!
Subscribe to RSS

Resource Links