For those who still don’t think cloud is for real, another data point — this from the master skeptic himself, Ellison.
————-
InformationWeek
Global CIO: At Oracle Open World, Oracle Commits To Cloud Computing
By Bob Evans, InformationWeek
Sept. 19, 2010
If the lineup of keynote speakers and their topics for Oracle Open World tells us anything about Oracle’s forthcoming strategies, then it looks like Larry Ellison’s company is going announce a huge new commitment to cloud computing while shifting its plan for discussing its long-delayed Fusion applications.
I base that possibility on the fact that Oracle executive vice president Thomas Kurian’s keynote was originally scheduled to showcase Fusion apps, but will now be all about “Oracle and Cloud Computing” and his company’s role in the cloud “throughout the application lifecycle—from development and deployment to management and self-service administration. . . . Oracle’s cloud solution spans all layers of the cloud, including infrastructure as a service (IaaS), platform as a service (PaaS), and applications or software as a service (SaaS), and this keynote focuses on how Oracle products enable cloud computing.”
In turn, none of the descriptions of keynotes to be given by Oracle executives during the massive 5-day event even mentions Fusion apps.
Of course, as is sometimes the case with Oracle, things may not be exactly as they seem. So while there’s no question that Kurian’s keynote indicates Oracle’s increased focus on and commitment to cloud computing, that refocus of Kurian’s talk away from Fusion and to the cloud does not necessarily mean Fusion apps will be invisible at the event.
That’s because the description for Larry Ellison’s keynote says only this: “Oracle Innovations: Join Larry Ellison as he previews the week’s announcements and key product innovations.” So I think we should look for Ellison to make a number of detailed disclosures about Fusion apps including release dates, pricing, and performance.
It’s also an absolute certainty that Ellison will include in his remarks about Fusion apps some pointed digs at SAP.
Earlier this year, when declaring that Oracle would overtake SAP in enterprise applications and IBM in high-end systems, Ellison skewered SAP’s underlying applications architecture, saying it was based on outdated and inflexible technology that would not be able to withstand the demands of real-time businesses.
Six months ago, in a quarterly earnings call with analysts, Ellison described the advantage he sees Oracle having over SAP: “In applications, SAP is the leader. But their technology that they use for applications is a proprietary technology—a German programming language called ABAP. That’s a 25-year-old technology that’s still the center of their architecture and strategy for applications going forward, this ABAP,” Ellison said.
“The center of our strategy going forward is Java and a modern service-oriented architecture. And during this calendar year we will deliver our Fusion applications—we’re been working on them for a while and we have rewritten, or written, in Java all of our accounting software, all of our supply chain software, all of our HR software, our sales automation, our service-automation software—has all been rewritten in Java with a modern service-oriented architecture. And we’re gonna go compete with SAP’s 25-year-old technology.”
Ellison then described how Oracle’s portfolio of applications with industry-specific functionality—some built internally, many acquired and integrated—allows Oracle to tap into new revenue streams unavailable to SAP.
“We think SAP is vulnerable and we can take them on in a variety of industries. The other thing that we’re doing is SAP is not doing is emphasizing industry functionalities. So it’s not just technology where we’re competing with SAP—we’re also competing with them on functionality,” Ellison said. (End of excerpt.)
So my take on the flip in Kurian’s keynote topic is that Oracle has chosen to leverage the huge momentum it has in the market following its blowout first-quarter results by explicitly adding cloud computing to the list of its top priorities: Fusion apps; the Exadata Database Machine and related new-product launches that will debut this week (possibly this evening in Ellison’s first keynote); Oracle’s stance on open-source technologies within its stable, primarily Java and MySQL; and its ongoing surge into not just the world of systems but also storage.
I’m glad to see the cloud move become official via Kurian’s keynote. In a Global CIO column I wrote late last week as a preview to this week’s event, called Global CIO: Larry Ellison’s Top 10 Priorities At Oracle Open World, I predicted that Oracle would this week announce the formation of a formal cloud-computing business unit within the company.
Read more here.
Tags: cloud, cloud computing, Ellison., Oracle, Oracle Open World, SOA
This entry was posted
on Monday, September 20th, 2010 at 8:22 am and is filed under cloud, databases, FOSS and friends.
You can follow any responses to this entry through the RSS 2.0 feed.
You can leave a response, or trackback from your own site.