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Oracle CEO to IBM, HP: Don't Get Your Hopes Up, We're Keeping Sun's Hardware

The reason that Oracle bought SUN was because they had to in order to in order to bring to market their own complete data warehouse and data archiving platforms. IBM, Teradata, Netizza, and even HP are delivering DW 'appliances'. Most of the future growth in data management will be in data warehousing and data archiving. Oracle knows this.

By buying SUN, Oracle not only acquired a major computing hardware platform and acquired their primary competitor in the small computer space (MySQL), they also acquired a major storage vendor in STK. Put SUN hardware and STK storage (disk, tape, and storage software) together with Oracle DB and Oracle applications and they will have an unstoppable data warehouse and data archiving platform in a couple of years, if not sooner. Data Warehouses, with business intelligence applications like campaign management and risk management, and data archiving is where most of the growth in the IT industry will be for the forseeable future. That was the main point of the Oracle acquisition of SUN, and it was brilliant.

Options to Capitalize on the Sun Buyout

The reason that Oracle bought SUN (JAVA) was because they had to in order to in order to bring to market their own complete data warehouse and data archiving platforms. IBM, Teradata, Netizza, and even HP are delivering DW 'appliances'. Most of the future growth in data management will be in data warehousing and data archiving. Oracle knows this.

By buying SUN, Oracle not only acquired a major computing hardware platform and acquired their primary competitor in the small computer space (MySQL), they also acquired a major storage vendor in STK. Put SUN hardware and STK storage (disk, tape, and storage software) together with Oracle DB and Oracle applications and they will have an unstoppable data warehouse and data archiving platform in a couple of years, if not sooner.

That was the main point of the Oracle acquisition of SUN, and it was brilliant. If there is a bidding war from here, Oracle will probably be willng to pay much more for JAVA because if the do not, they will never be able to play in the data warehouse space with a box of their own. That would mean they would be under the thumbs of IBM and HP.

Oracle: Is the Street Ignoring the Risks of the Sun Deal?

The reason that Oracle bought SUN was because they had to in order to in order to bring to market their own complete data warehouse and data archiving platforms. IBM, Teradata, Netizza, and even HP are delivering DW 'appliances'. Most of the future growth in data management will be in data warehousing and data archiving. Oracle knows this.

By buying SUN, Oracle not only acquired a major computing hardware platform and acquired their primary competitor in the small computer space (MySQL), they also acquired a major storage vendor in STK. Put SUN hardware and STK storage (disk, tape, and storage software) together with Oracle DB and Oracle applications and they will have an unstoppable data warehouse and data archiving platform in a couple of years, if not sooner.
That was the main point of the Oracle acquisition of SUN, and it was brilliant.