at CNBC.com (Thu, 1:23PM)
In spite of Larry Ellison's bluster, Oracle's (ORCL) Exalytics database appliance isn't a threat to SAP's Hana in-memory database, writes Bernstein's Mark Moerdler. Exalytics doesn't feature Oracle's flagship 11g database software, only stores frequently-accessed data, and (naturally) doesn't work with SAP's software. Moredler is quite optimistic about Hana's long-term potential. (more on Hana)
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