Did Oracle just become relevant?
My second tech industry post in 12 hours but this is big news …
In my work life I’ve never had much to do with Oracle. They dealt with the big end of town. In the few times I’ve tried to connect a front end to Oracle ODBC drivers, or when my wife did an Information Systems paper and had to install a personal version of Oracle, I just shuddered. Far too hard.
But Oracle knows how to make money and has a rock solid business.
The quick thoughts that this brought up for me are
- Oracle would be completely vertically integrated: hardware, OS, database, languages (server and client) and potentially end user access devices
- They get MySQL, the Open Source database they always wanted
- They get Java
IBM must be spinning. They were in the value erosion acquisition dance, and probably thought they were the only game in town.
Microsoft was surprised.
But apparently Ballmer, who is rarely at a loss for words, didn’t exactly have a sound byte at the ready.
“I need to think about it,” Ballmer told reporters in Moscow, according to Reuters. “I am very surprised.”
As I mentioned yesterday, the secondary effects of these teutonic changes are what interest me. Small Business is Microsoft’s home turf. Now Oracle, who completely get SaaS, have paddled themselves into a powerful challenger role. This will be an accelerator for the big guys like Microsoft to make defensive and offensive moves.
Oh to be a fly on the wall in office 5202.
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