With the Sun acquisition, Larry “what’s a cloud?” Ellison has once again changed the game. Here are a few key points to think about:
1) Oracle becomes the end-to-end IT enabler – from apps to disks; that’s the party line.
2) Oracle begins the journey to the Cloud, and begins to develop the end-to-end Enterprise Cloud experience.
3) Oracle embraces the open source movement by attacking Microsoft with MySQL.
4) Oracle’s gain is clearly SAP’s loss. Exadata + Sun = the new business intelligence?
5) Oracle owns Java, period. Ellison described Java as “the single most important software asset we have ever acquired.” BONUS: they get the JMX API thrown in with the deal, which allows them to monitor all manner of resources.
6) Oracle delivers Peoplesoft-as-a-Service or Seibel-as-a-Service with credibility. Maybe they won’t buy Salesforce.
7) Oracle pushes Open Office as a cloud offering to further disrupt Microsoft.
8) Oracle makes Sun hardware profitable.
9) One stop shopping for all your IT, from Cloud to your own data center – is where we are headed. The period of détente is over – Cisco, HP, IBM, and Oracle are racing to go to end-to-end environments, which HP and IBM have proven as a viable business model. What happens to Dell?
While the rumors fly all over the cloudsphere, what’s important in the days ahead is how Oracle chooses to embrace the cloud – will it be an open or closed embrace?
With IBM, we all knew it would have been an open cloud, with Oracle the story is not so clear at all. The silence on Jonathan’s blog is deafening.
And for those of us who said that Ellison was kidding about the cloud, let’s remember who said “the network is the computer!” Today’s netbooks are cloud devices.
My prediction: Oracle becomes one of the “Big Four” for the Enterprise, and quickly changes it’s tune on the Cloud.
What’s next? Anybody think Microsoft/Dell is an interesting combination?