Comments on: Ellison: “Guys, hardware’s a great business, really!”

By: Barb Darrow

Barb Darrow — Wed, 19 Dec 2012 14:57:21 +0000

thanks for that pointer. I hadn’t seen that. Remember when Oracle was rumored to buy apple? I bet he wishes he’d done it.

By: Barb Darrow

Barb Darrow — Wed, 19 Dec 2012 12:53:35 +0000

you are right Yianis. I thought i fixed that earlier but apparently did not save the change. Fixed now.

By: Statspotting

Statspotting — Wed, 19 Dec 2012 10:51:02 +0000

Note that Ellison also said, that consumer IT has now tipped, and is now bigger than enterprise IT –

http://statspotting.com/2012/11/larry-ellison-consumer-it-has-tipped-now-bigger-than-enterprise-it/

By: Yianis

Yianis — Wed, 19 Dec 2012 09:14:41 +0000

There is a mistake in article the revenue is 734 and not 374

By: Vinod Shintre

Vinod Shintre — Wed, 19 Dec 2012 03:54:49 +0000

heard that before Sir Ellison!

By: jhesr

jhesr — Wed, 19 Dec 2012 00:53:23 +0000

Oracle’s hardware business has been horrible ever since they purchased Sun. Every quarter Larry comes out and says that hardware is going to turn the corner, just give it a little more time… I guess this works for Oracle as the stock analysts don’t seem to question it.

Oracle has a lot to be concerned about. A lot of focus has been put onto enterprise hardware companies when it comes the disruption that will be caused by the cloud, but I think the cloud will be equally disruptive when it comes to software. It is already well known that companies like Workday and Salesforce are giving Oracle problems.

However, what seems to be overlooked, so far, is what kind of impact the cloud will have on database software and middleware software. The way I see it, cloud companies are all offering database-as-a-service and platform-as-a-service options, which are not only a lot cheaper than buying software like Oracle’s database, but they are a lot easier to use.

These database-as-a-service offerings are fully managed. So companies don’t have to higher an expensive DBA to maintain them. This is going to take a lot of business away from Oracle once their use becomes more popular.