Saturday, October 09, 2010

Putting My Money On Larry Ellison

Larry Ellison cropImage via Wikipedia
BusinessWeek: HP, Oracle Lead Acquisition Spree Tearing Down Tech Barriers: broken down decades-old barriers between industries ..... HP, Oracle, IBM, Cisco Systems Inc. and Dell Inc., with a collective $100 billion in cash, have said they plan to keep making acquisitions. ..... The buyers are pursuing a vision of cloud computing, which lets customers store their software in massive data centers, rather than in the computer room down the hall. Record- low borrowing costs have helped spur the deals. ..... “Nobody wants to be Californicated by Cisco.” .... Oracle, the world’s second-largest software company, snapped up almost 70 companies in the past five years
I am putting my money on Larry Ellison. The guy, for one, has a track record, and a loud mouth, and a big stick. I don't know if you have been following, but the dude spent the past few years eating up all the small fish in his pond. He bought company, after company, after company. PeopleSoft made news, the rest did not make the same kind of news.

Now the shark is after the big fish. This guy has an attitude about him. He will jump into the water first and learn to swim later. Only, he knows how to swim. But the attitude is he would jump in even if he did not know how to swim.

The underbelly of this whole drama is that Larry Ellison is seriously trying to emulate his best friend, Steve Jobs. Steve Jobs has always integrated hardware and software, and so Larry Ellison was going to do the same thing. Steve Jobs got Apple to surpass Microsoft in market value, and now Larry wants Oracle to surpass Microsoft's market value, never mind that Bill Gates long retired.

HP is in for some tough times. And they just stepped on their own foot by hiring Thepo. That was not a good idea. When I say that was not a good idea, I am talking "strictly business."

This fight could last a few years, and most definitely will be worth watching.

Larry, give me data centers that are the size of servers.

HP Keeps Making News
The Leo Apotheker Is Human Drama
Larry's Antics
Enhanced by Zemanta

No comments: