Oracle Tacks To New Course: Software Giant Enters Hardware Business That Ellison Long Craved

September 24, 2008
HP Oracle Database Machine

HP Oracle Database Machine

For more than a decade, Oracle CEO Larry Ellison has flirted with the idea of entering the hardware business. Remember the network computer, or the database device he once planned to flummox Bill Gates?

The flirtation is over. The database giant announced Wednesday the delivery of two dedicated data devices – and budding competition with vendors such as Teradata, Netezza, Sun Microsystems and storage titan EMC.

Taking the stage of the Oracle OpenWorld conference in San Francisco, Ellison said he got the “radical” idea for the devices while on his trimaran sailboat (a radical design of its own and one he hopes will be allowed to compete in the America’s Cup).

“It’s really extreme engineering,” the unpredictable Ellison said of both initiatives.

The push into hardware is in part sparked by a coming crisis Ellison says many big corporations will face: “There’s a huge data bandwidth problem.” The problem comes as the amount of information in existence spirals to extraordinary heights and databases a monstrous 200 terabytes or so in size can’t access data from storage farms fast enough.

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Oracle Announces First Two Hardware Products: Data Storage Server And Database Server

September 24, 2008
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Larry Ellison, CEO, Oracle (credit: wicho)

The database giant chose its Oracle OpenWorld to introduce its Exadata Performance Storage Server, a device to speed up the flow of data between disk storage equipment and a company’s datbase server. It also said it would provide a high-performance database server to run its own software in partnershhip with Hewlett-Packard.

“There is a huge data bandwidth problem” the company is trying to solve, said CEO Larry Ellison on Wednesday, referring to the Exadata product.

The aim is to better manage the data flow.

Ellison said his database machine would be the world’s fastest database server. “We’re not talking about the iPod Nano here,” he said. The machine uses 64 Intel processor cores to run the database and another 112 cores to store data.


[Oracle OpenWorld] Massive Show Spills Onto Streets As Attendees Learn To Manage Chaos

September 24, 2008
OpenWorld

In the halls of Oracle OpenWorld '08

Until you have been to Oracle OpenWorld, it is hard to envision how large the 5-day customer-focused conference has become.

About 43,000 people will attend this year, up from 40,000 last year. Eighteen hundred technical and software-strategy sessions fill six hotels and the three halls of the Moscone Center, again an increase from 2007.

Oracle says that 450 corporate partners also attend, either exhibiting or providing experts for some of the sessions.

It is hard to imagine such a sprawling event could be personal enough to be useful. But attendees say they learn to navigate the chaos, and sift and sort to find what they need.

“It’s so overwhelming,” says Tom Amadeo, assistant vice president of Sesame Workshop, the producers of Sesame Street. “You have to plan.”

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[Streaming Media West] Roku To Open Netflix Player To Online Video Content Provider. Shifting To New Name Soon

September 24, 2008
Anthony Wood, CEO, Roku

Anthony Wood, CEO, Roku

Speaking at Streaming Media West this morning, Anthony Wood (pictured), CEO of Roku, said to release a software development kit (SDK) that will let other video content providers like Amazon, YouTube, Hulu, etc, to add a video channel alongside Netflix’s.

Currently, the Netflix Player sells for $99, plus a $9 a month subscription to the Netflix service for an unlimited online access to its 15,000 videos.

“With the SDK, any online video service provider will be able to add a channel alongside the Netflix channel. They’ll also be able to create their own user interface. And it’s free [Roku will not charge the online video provider for a channel on the box]“, confirmed Wood to me.

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Cisco Raises Stakes On Collaboration, Sees $34 Billion Market

September 24, 2008
Cisco's TelePresence

Cisco's TelePresence

Cisco hit the accelerator pedal on collaboration Wednesday, launching an expanded portfolio of products designed to put collaboration higher on corporate priority lists.

Company Senior Vice President Don Proctor said he sees a massive $34 billion market opportunity for vendors with the right equipment and software to sell. “Collaboration is the next phase of the Internet,” he said in a press release.

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[Streaming Media West] AT&T, Level3 To Drive Consolidation In $400 Million Video Content Delivery Network Market. Akamai, Limelight Networks Likely Targets.

September 24, 2008

Dan Rayburn, Principal Analyst, Frost & Sullivan

At the Streaming Media West conference that is taking place this week, Frost & Sullivan principal analyst Dan Rayburn predicted that the $400 million content delivery network (CDN) market is ready for heavy consolidation. The main predators in this market of 60+ vendors are telecom companies AT&T and Level3 which decided to enter the fray in a big way and also have a large presence at the show. Akamai and Limelight Networks being the strongest contenders in the market with the higher potential to being swooped up.

“The real problem is that the market is not big enough to support all the vendors. In the past 18 months, the CDN players have raised $400 million for a $400 million market. That is not sustainable”, said Rayburn.

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