Oracle's (Nasdaq:ORCL) CEO Larry Ellison took advantage of another strong quarter to diss rivals Hewlett-Packard (NYSE:HPQ) and IBM (NYSE:IBM), especially targeting HP, who Ellison considered "vulnerable" to losing market share to Oracle.
Ellison is touting the performance of their Exadata pipeline, which he says has risen from $1.5 billion to $2 billion just since last quarter.
"In data warehousing it's not unusual for our Exadata to be 10 times faster than the competition," Ellison said, citing the "slow and expensive" high-end servers offered by HP, which is the segment Exadata competes in.
"We think that Exadata will be a nice turbo-charger for our overall database business," Ellison concluded.
He asserts HP is very vulnerable to losing market share to Oracle in the high-end server market, and expects to see strong sales for Exadata going forward.
The problem for Oracle appears to be either demand for Exadata being so strong they are having trouble supplying it, or they are experiencing problems in the supply chain itself, which would signify they haven't worked the problems out that came with their acquisition of Sun.
Monday, December 20, 2010
Oracle's (Nasdaq:ORCL) Ellison Disses HP (NYSE:HPQ)
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4 comments:
Why don 't you also post HP's comment which is proven by figures & data in reply to Mr Ellison's assumption ?
GYL
Oracle want to comment on others, to make sure oracle's share value will not get down.
On real world working envirments, HP Server are much much better than Oracle's server.
These comments are just to make sure, oracle's share value will not get down on dec 20th. Nothing more than that. Oracle is playing cheap mind game with investors.
Thanks Larry for taking about HP thats nice of you. HP should note that Larry is definitely helping here. Every comparision he specifies HP server that means he still feels HP servers are best and they are trying to be there. Larry why don't you tell truth. Oracle on HP superdome never stops running.
I will tell why exadata is suffering in sells.
The reason is simple, no customer just want a server dedicated for a DB. What about customer wants to upgrade a server and use the old server as a application server. With all these configurations it would be hard to run other applications.
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