Saturday, December 04, 2010

Larry Eyeing HP Now

Image representing Hewlett-Packard as depicted...Image via CrunchBase
Larry Ellison unveils the XImage by plαdys via Flickr
Wall Street Journal: Ellison Says Oracle Will 'Go After' H-P: Mr. Ellison said the new hardware—a "supercluster" of Sparc-based servers—set a record for online transaction processing, a measure of performance for running database software, "for any database running on any computer at any time." ..... "We think the H-P machines are vulnerable. We think they're slow," Mr. Ellison said. "We're going to go after them in the marketplace with better software, better hardware and better people, and we're going to win market share." ..... "I like IBM, and I don't want to tease them very much." ....... Oracle and H-P were once close partners. In 2008, Oracle announced an exclusive partnership with H-P to offer a system bundled with Oracle database software—dubbed Exadata—only to drop that arrangement and substitute Sun hardware as a result of the acquisition.
Larry Ellison thinks in terms of enemies. And in Apothepo he has found one. Getting rid of Apothepo is not going to get Larry to take his eyes off of HP, but that might help a little, just a little. But HP is going to exhibit self destructive behavior by sticking to Apothepo for as long as possible.

Angry Birds, Angry, Angry Birds



I first noticed this game - a few times - in subway cars being played by people sitting next to me. They were gripped. I was gripped just watching. It'a good game if you have time to kill. It is simple, it is fun, it is eye catching. The name is a nice one. Angry birds. This dog will hunt.

GroupOn Did The Right Thing

Image representing Zappos as depicted in Crunc...Image via CrunchBase
Groupon logo.Image via WikipediaSources: Groupon rejects Google's offer; will stay independent
Groupon Annual Revenues Actually $2 Billion

Secretly I was hoping this would not come to be. Google and GroupOn were not a good match. A great high tech company is not automatically a great high touch company. GroupOn does a lot of stuff offline. In that way GroupOn is not like YouTube at all. YouTube is all tech, all online.

This was not going to be a good buy for Google. And this would have severely limited GroupOn. GroupOn is just now getting started. This company could do really well independently.
Image representing KAYAK as depicted in CrunchBaseImage via CrunchBase
Amazon buying Zappos was similarly a bad idea. Zappos was IPO material. The white venture capitalists who forced Tony into Jeff Bezos' arms acted racist.