Intel Gets Squeezed in HP, Oracle Spat

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t.alex
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Re: Oracle has a great quarter...
t.alex   3/25/2011 11:06:39 AM
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Yes, the acquisition of Sun enhances Oracle position as a full-scale service provider from hardware, OS, to application. This left competitors with little choices, including those who already have adopted Sun OS previously.

Dave Sasson
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Oracle has a great quarter...
Dave Sasson   3/25/2011 6:56:47 AM
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Oracle just reported a very strong fiscal third quarter with a rise in net income by 78 percent.  Both software and hardware, specifically from the Sun acquisition contributed to the increase in revenue.  Oracle was able to receive higher margins providing its own hardware versus using selling third party hardware.  Oracle also provided a strong outlook and guidance on its business.  Looks like the Sun acquisition is actually paying off for Oracle… so far.

Hardcore
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Re: Intel should just sit quietly...
Hardcore   3/24/2011 10:50:41 PM
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Yes an interesting article.

Agreed that  Intel just needs to play a bit daft here, purely for maintaining the long term relationships, but that said, there are really not that many 'players' operating in the processor market, possibly Motorola or AMD/ ARM?, the other people are a bit small for people to start heavily investing in critical business servers running potentially unproven CPU designs.(Oracle fixed that when it purchased Sun and the openSparac platform)

AMD do not really have chipsets that can complete at the same level as Intel in the Server markets, AMD came very close a few years ago to 'beseting' Intel but it seems recently the fire has left AMD.

The openSparac initiative looked to be a really strong prospect for future CPU technology because it allowed you to take an FPGA, and load in an industrial grade processor for multicore processing.

To upgrade you just rolled in a new FPGA, all the software would be fully compatible, because the central core was still Sparac

I just wonder if Oracle has something planned with the Sparac technology that may impact intel later , IE if they switch over to FPGAs to support the databases then that would impact both Intel & HP.

HC

 

tech4people
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Intel should just sit quietly...
tech4people   3/24/2011 12:53:39 PM
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Bolaji,

As you so rightly point out here,


"Intel, meanwhile, cannot afford to publicly support or reject either of the two combatants. The chip vendor will have to work quietly behind the scenes to extricate itself from a turf battle it should never have been dragged into."

Intel is in big-big trouble here.Alienating either one of these two goliaths is a Big No-No.So they should just sit tight and play it safe.One of these two combatants is going to opt out very,very soon.My money is on Oracle.


Regards

Ashish.


tech4people
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Supply Network Guru
Intel should just sit quietly...
tech4people   3/24/2011 12:53:36 PM
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Bolaji,

As you so rightly point out here,

"Intel, meanwhile, cannot afford to publicly support or reject either of the two combatants. The chip vendor will have to work quietly behind the scenes to extricate itself from a turf battle it should never have been dragged into."

Intel is in big-big trouble here.Alienating either one of these two goliaths is a Big No-No.So they should just sit tight and play it safe.One of these two combatants is going to opt out very,very soon.My money is on Oracle.

Regards

Ashish.




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