Posts Tagged Oracle
IBM’s annual revenue last year dropped below $100 billion for the first time since 2010. The company’s fourth quarter results were particularly weak, coming in 5.5% below expectations. This was due in large part to IBM’s struggling hardware business, with revenue dropping a staggering 27%.
It’s Oracle OpenWorld this week and that means more colorful if factually questionable statements from everybody’s favorite egomaniacal billionaire CEO. And, not surprisingly, Larry Ellison’s target was archrival SAP.
“SAP has an in-memory machine, you know, that’s a little bit smaller than what we offer,” Ellison said at OpenWorld yesterday, referring to SAP HANA and Oracle’s own all in-memory database Exadata X3, which debuted this week. “We have 26 terabytes of memory; [SAP offers] 0.5 terabytes of memory.”
In case you missed his point, Ellison put it as succinctly as he could: “The HANA in-memory machine is, like, really small.” (Hat Tip to eWeek)
Oracle added a twist to this morning’s announcement regarding the general availability of its Big Data Appliance and related Big Data connectors. Rather than shipping the appliance with its own Hadoop distribution or the vanilla Apache distribution, Oracle has partnered with Cloudera to include its Hadoop distribution and management software instead.
Originally announced at Open World in October, the Oracle Big Data Appliance is a preconfigured hardware-software bundle running Oracle Linux. It is available in a full rack configuration of 18 Oracle Sun servers and includes the community edition of Oracle’s NoSQL database, an open source distribution of R, and Oracle HotSpot Java Virtual Machine for running MapReduce jobs, in addition to CDH and Cloudera Manager.
Oracle will be considered a true player in the Big Data market if and only if it invests heavily in its new appliance, contributes to the Hadoop community, and truly supports its customers that want to focus their data management infrastructure around Hadoop (and not around Oracle). I don’t see any chance Oracle will hit even one of these three marks.
In a recent interview with InformationWeek, Microsoft CEO Steve Ballmer claimed that IBM and Oracle don’t understand Big Data. For Ballmer and Microsoft, Big Data doesn’t depend so much on the size of the data, but on the type of data being processed and analyzed.
Specifically, for a data processing and analytics project to qualify as Big Data, it must encompass not just internal corporate data, but also third-party data that resides outside the firewall, according to Ballmer. He said IBM and Oracle limit their Big Data approaches to internal data, thus they are not in fact Big Data by his definition.
In 2010, key trends in infrastructure technology innovation included big data, cloud services, simplicity, virtualization, NAND flash, and data efficiency. We discuss these trends and core technology innovations in our Wikibon article, Best Enterprise Infrastructure Technology Innovations of 2010 and chose our Wikibon 2010 CTO award winners here.
Today, Mellanox announced plans to buy Voltaire for $218M. This is not a surprising move – Voltaire was a customer of Mellanox InfiniBand silicon yet the two companies often were competing head-to-head in the switch market which was driving down the price of both of their businesses. I heard that OEM customers had been pushing for this marriage of companies for some time so that they can join forces on the low latency marketplace. Voltaire has a Low-Latency Ethernet product which does not use Mellanox silicon, but I would expect that it will convert to the in-house solution in the future. While the InfiniBand market has had good growth, consolidation of the supply chain makes sense, vertically integrating to suppliers that provide chips, adapters and switches. QLogic went from a customer of Mellanox to a competitor with the acquisition of SilverStorm in 2006. Mellanox is the lead supplier of InfiniBand chip technology and now with Voltaire being acquired by Mellanox, we have a horse race with QLogic as the other end-to-end InfiniBand solution provider from chips and switches.
Oracle is the most interesting of the ‘whale’ companies that I follow. The firm to me is really an M&A company with an enormous software franchise and now a hardware portfolio that is very credible. Ellison and company have an unbelievable track record of making good calls and even the vocal Microsoft bashing of the mid-90’s and the prediction of a thin client Tsunami, while somewhat off-base is coming to fruition more than a decade later.
Last week Stu Miniman blogged that QLogic CEO H.K. Desai announced to Wall Street on its earnings call that it had begun revenue shipments of its converged network adapter (CNA) product to Oracle. SiliconAngle then followed up Stu’s blog with a post positing that the deal was an exclusive. I haven’t been able to confirm the exclusive but the guys at SiliconAngle are right more often than wrong on these things as they’re heavily plugged into the Silicon Valley insider scene. Normally firms like to dual source adapters but Sun was one firm that was prone to do exclusives and limit its supplier base—so I suspect SiliconAngle’s take is correct and Oracle is continuing that trend.