It’s been hard to miss the latest remarks of Oracle CEO, Larry Ellison. The unfortunate victim caught dead square in the cross-hairs of his gun sights this time just happens to be HP. Specifically, it’s incoming CEO, Leo Apotheker, as well as its new Chairman (and former Oracle President and Chief Operating Officer), Ray Lane. As the recent posting to The Motley Fool financial newsletter suggests “Who need the ‘Housewives of Beverly Hills when the CEOs of Palo Alto are far more entertaining?’” as it chronicles the outburst from Larry, as he goes after the new crop of executives starting work at HP this week.
What’s triggered this latest round of outbursts from Larry is the lawsuit Oracle launched against the software giant, SAP, following disclosure that SAP ended up with code and manuals of Oracle’s competitive product offering to something SAP was developing. Or, as the most recent article on the matter to the financial newsletter, The Street, observes quoting Charles King, principle analyst at technology research firm Pund-IT, “I think that the level of rancor in some of Larry Ellison’s public comments, and the aggressiveness (Oracle) is pursuing this with, seems out of balance with the level of misdeed that were done (and) that the level of vituperative rhetoric could risk damaging the relationship HP and Oracle have.”
Indeed! And what has led me to even touch this topic is the most recent news announcement from comForte, posted to their web site, disclosing their “signing of an international distribution agreement with Network Technologies International, Inc. (NTI). Under this agreement comForte will distribute NTI's market leading disaster recovery solutions. The DRNet family of products provides a powerful, efficient data replication engine ensuring continuous data availability.” This comes almost a year after Oracle acquired GoldenGate, where I was working at the time, and perhaps it couldn’t have been better timed.
I continue to view the GoldenGate product suite as perhaps the premier offering on NonStop when it comes to data replication and transformation, but with these outbursts from Larry and the deteriorating situation between Oracle and HP, it does make you wonder how enamored Oracle executives will continue to be with the NonStop marketplace and how quickly their commitment to the NonStop server will be curtailed.
According to Thomas Golerfeld, in a recent email exchange we had, and looking beyond any comparisons with GoldenGate “DRNet takes comForte into a new area and it extends our foot print in the security space. It’s all been about encryption of data (in transit, at rest, better management of Safeguard) and now we can offer customers business continuity solutions” To comForte executives, this relationship with NTI represents “a logical extension of what the company has done so far” and further populates a critical market segment, important for all NonStop users.
As the article in The Motely Fool observed, “Oracle and HP have become Silicon Valley’s serial acquirers … Oracle is moving into hardware with its Sun purchase, and HP wants to take on Oracle and IBM in the realm of enterprise services.” Wherever this takes us, any business dependent upon data base solutions from one or the other may really need to rethink the commitment of the vendor in order to continue to rely on support for tools and capabilities – after all, if this squabble continues, there’s no predicting where the lines around strategic offerings may be drawn!