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.
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.
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.
"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.
"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.
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
Archived Dialogues
Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Euro-Crisis: What It Means for High-Tech Firms Join EBN Editor in Chief Bolaji Ojo and Contributing Editor Jennifer Baljko on Thursday, July 12, at 10:00 a.m. EDT for a Live Chat on high-tech and Europe's economic difficulties.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
While no one really can accurately predict the future, we can take guidance from another Drucker saying which is the best way to predict the future is to create it.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.
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