Considering Oracle’s tag line is now “hardware and software engineered to work together,” I think it’s safe to conclude Oracle is serious about hardware – and about competing for IBM’s enterprise hardware business. I watched most of Larry Ellison’s keynote last night; I don’t recall hearing a single instance of “Microsoft,” but IBM was referenced several times.
When Oracle bought Sun for about $5.6 billion, lots of analysts said Oracle was just looking to buy Sun’s customer base, and would press the customers to buy Oracle’s software databases and applications while it starved Sun’s vaunted computer architecture teams. Instead, Mr. Ellison has developed a line of machines that claim to have a tight coupling of hardware and software, leading to better performance. It is a notion, he said, that worked for Apple Computer in the consumer business, and should work for enterprise computing.