|By Maureen O'Gara||
|October 6, 2012 11:00 AM EDT||
Larry Ellison, who spent $50 billion more or less on acquisitions in the last 10 years, is swearing off making any big acquisitions to add to Oracle for a couple of years to focus instead on growing the company organically in an attempt to dominate the cloud, a technology he used to call "complete gibberish" and a "fad."
Of course Larry can resist anything but temptation and didn't rule out a big deal "down the road," when he spoke to CNBC's Maria Bartiromo in his first interview in years. But he's especially not going to buy NetApp, the storage concern rumored to be a target. It would cost a lot of money and doesn't fit Oracle's current strategy.
"We have all the assets in-house to grow very rapidly on an organic basis," he said.
Oracle, which has about $32 billion in the bank, has turned all its software into SaaS products, and Ellison expects thousands of customers to be using Oracle's cloud-based Fusion business software suite next year, up from around 400 now, two-thirds of them currently on Oracle's public cloud, the other third on dedicated machines on-prem.
And he'll have a cloud-ified database available in a few months and practically everybody, darling, uses an Oracle database.
The company is setting itself up as a one-stop shop for cloud computing, Nucleus Research says. That includes apps, the platform and the infrastructure - the engineered systems from its Sun acquisition that Oracle is turning into the underpinnings of an Amazon-like public and private IaaS cloud.
"Salesforce.com, it runs in one place on the planet earth, on the Salesforce public cloud. That's it. You can't move that in-house, you can't move that into a private cloud behind your firewall," Larry said. "We think it's very important to give customers choice." With Oracle, customers don't have to integrate; it's already done.
Ironically Ellison backed Salesforce when his one-time lieutenant Marc Benioff started it and Oracle has underperformed its foundling. Ellison also owns a big chunk of NetSuite.
Don't expect any big dividend boost from Oracle. Any rise will be incremental.
Maria couldn't draw Larry on whether a successor has been picked although Mark Hurd seems an obvious choice. Ellison, who's been running the company for 35 years, told her there were "a lot of people" who could take his place although, like his friend Steve Jobs, he seems pretty irreplaceable.
He turned 68 in August and, frankly, he looks great.
He said he was going to turn the Hawaiian island of Lanai he just bought into a lab for environmentally better ways to live. He's thinking desalinization, electric cars and more fruit exports to Japan and other places. His holdings include two resorts, two golf courses and assorted commercial and residential buildings. He also controls three utilities on the island.
There's a video at www.cnbc.com/id/49257653.
“DevOps is really about the business. The business is under pressure today, competitively in the marketplace to respond to the expectations of the customer. The business is driving IT and the problem is that IT isn't responding fast enough," explained Mark Levy, Senior Product Marketing Manager at Serena Software, in this SYS-CON.tv interview at DevOps Summit, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Jan. 28, 2015 07:00 AM EST Reads: 3,830
Today’s enterprise is being driven by disruptive competitive and human capital requirements to provide enterprise application access through not only desktops, but also mobile devices. To retrofit existing programs across all these devices using traditional programming methods is very costly and time consuming – often prohibitively so. In his session at @ThingsExpo, Jesse Shiah, CEO, President, and Co-Founder of AgilePoint Inc., discussed how you can create applications that run on all mobile ...
Jan. 28, 2015 05:00 AM EST Reads: 4,167
In her General Session at 15th Cloud Expo, Anne Plese, Senior Consultant, Cloud Product Marketing, at Verizon Enterprise, focused on finding the right mix of renting vs. buying Oracle capacity to scale to meet business demands, and offer validated Oracle database TCO models for Oracle development and testing environments. Anne Plese is a marketing and technology enthusiast/realist with over 19+ years in high tech. At Verizon Enterprise, she focuses on driving growth for the Verizon Cloud platfo...
Jan. 28, 2015 04:30 AM EST Reads: 4,743
The move in recent years to cloud computing services and architectures has added significant pace to the application development and deployment environment. When enterprise IT can spin up large computing instances in just minutes, developers can also design and deploy in small time frames that were unimaginable a few years ago. The consequent move toward lean, agile, and fast development leads to the need for the development and operations sides to work very closely together. Thus, DevOps become...
Jan. 28, 2015 04:00 AM EST Reads: 4,181
Things are being built upon cloud foundations to transform organizations. This CEO Power Panel at 15th Cloud Expo, moderated by Roger Strukhoff, Cloud Expo and @ThingsExpo conference chair, addressed the big issues involving these technologies and, more important, the results they will achieve. Rodney Rogers, chairman and CEO of Virtustream; Brendan O'Brien, co-founder of Aria Systems, Bart Copeland, president and CEO of ActiveState Software; Jim Cowie, chief scientist at Dyn; Dave Wagstaff, VP ...
Jan. 28, 2015 04:00 AM EST Reads: 4,085
The Internet of Things is tied together with a thin strand that is known as time. Coincidentally, at the core of nearly all data analytics is a timestamp. When working with time series data there are a few core principles that everyone should consider, especially across datasets where time is the common boundary. In his session at Internet of @ThingsExpo, Jim Scott, Director of Enterprise Strategy & Architecture at MapR Technologies, discussed single-value, geo-spatial, and log time series dat...
Jan. 28, 2015 02:45 AM EST Reads: 4,672
15th Cloud Expo, which took place Nov. 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA, expanded the conference content of @ThingsExpo, Big Data Expo, and DevOps Summit to include two developer events. IBM held a Bluemix Developer Playground on November 5 and ElasticBox held a Hackathon on November 6. Both events took place on the expo floor. The Bluemix Developer Playground, for developers of all levels, highlighted the ease of use of Bluemix, its services and functionalit...
Jan. 28, 2015 02:30 AM EST Reads: 4,707
Scott Jenson leads a project called The Physical Web within the Chrome team at Google. Project members are working to take the scalability and openness of the web and use it to talk to the exponentially exploding range of smart devices. Nearly every company today working on the IoT comes up with the same basic solution: use my server and you'll be fine. But if we really believe there will be trillions of these devices, that just can't scale. We need a system that is open a scalable and by using ...
Jan. 28, 2015 02:00 AM EST Reads: 4,638
Code Halos - aka "digital fingerprints" - are the key organizing principle to understand a) how dumb things become smart and b) how to monetize this dynamic. In his session at @ThingsExpo, Robert Brown, AVP, Center for the Future of Work at Cognizant Technology Solutions, outlined research, analysis and recommendations from his recently published book on this phenomena on the way leading edge organizations like GE and Disney are unlocking the Internet of Things opportunity and what steps your o...
Jan. 28, 2015 02:00 AM EST Reads: 4,612
SYS-CON Media announced that Splunk, a provider of the leading software platform for real-time Operational Intelligence, has launched an ad campaign on Big Data Journal. Splunk software and cloud services enable organizations to search, monitor, analyze and visualize machine-generated big data coming from websites, applications, servers, networks, sensors and mobile devices. The ads focus on delivering ROI - how improved uptime delivered $6M in annual ROI, improving customer operations by minin...
Jan. 28, 2015 01:45 AM EST Reads: 5,566
In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect at GE, and Ibrahim Gokcen, who leads GE's advanced IoT analytics, focused on the Internet of Things / Industrial Internet and how to make it operational for business end-users. Learn about the challenges posed by machine and sensor data and how to marry it with enterprise data. They also discussed the tips and tricks to provide the Industrial Internet as an end-user consumable service using Big Data Analytics and Industrial C...
Jan. 28, 2015 01:00 AM EST Reads: 4,303
How do APIs and IoT relate? The answer is not as simple as merely adding an API on top of a dumb device, but rather about understanding the architectural patterns for implementing an IoT fabric. There are typically two or three trends: Exposing the device to a management framework Exposing that management framework to a business centric logic Exposing that business layer and data to end users. This last trend is the IoT stack, which involves a new shift in the separation of what stuff happe...
Jan. 28, 2015 12:30 AM EST Reads: 4,681
"SOASTA built the concept of cloud testing in 2008. It's grown from rather meager beginnings to where now we are provisioning hundreds of thousands of servers on a daily basis on behalf of customers around the world to test their applications," explained Tom Lounibos, CEO of SOASTA, in this SYS-CON.tv interview at DevOps Summit, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Jan. 28, 2015 12:00 AM EST Reads: 3,856
The Industrial Internet revolution is now underway, enabled by connected machines and billions of devices that communicate and collaborate. The massive amounts of Big Data requiring real-time analysis is flooding legacy IT systems and giving way to cloud environments that can handle the unpredictable workloads. Yet many barriers remain until we can fully realize the opportunities and benefits from the convergence of machines and devices with Big Data and the cloud, including interoperability, ...
Jan. 27, 2015 11:45 PM EST Reads: 4,090
“The year of the cloud – we have no idea when it's really happening but we think it's happening now. For those technology providers like Zentera that are helping enterprises move to the cloud - it's been fun to watch," noted Mike Loftus, VP Product Management and Marketing at Zentera Systems, in this SYS-CON.tv interview at Cloud Expo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Jan. 27, 2015 10:30 PM EST Reads: 3,344
BMC Software plans to acquire assets of CDB Software, Inc., a mainframe data management company that has developed utilities for managing IBM DB2 databases with virtually no outage. Focusing on the availability of mission-critical applications is strategic for BMC as it continues to help its customers transform IT into a competitive advantage for their business. CDB's technology complements BMC's existing mainframe data management portfolio, which includes software utilities for DB2 administrat...
Jan. 27, 2015 09:00 PM EST Reads: 1,427
The Internet of Things (IoT) promises to evolve the way the world does business; however, understanding how to apply it to your company can be a mystery. Most people struggle with understanding the potential business uses or tend to get caught up in the technology, resulting in solutions that fail to meet even minimum business goals. In his session at @ThingsExpo, Jesse Shiah, CEO / President / Co-Founder of AgilePoint Inc., showed what is needed to leverage the IoT to transform your business. ...
Jan. 27, 2015 06:15 PM EST Reads: 5,360
IoT is still a vague buzzword for many people. In his session at @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, discussed the business value of IoT that goes far beyond the general public's perception that IoT is all about wearables and home consumer services. He also discussed how IoT is perceived by investors and how venture capitalist access this space. Other topics discussed were barriers to success, what is new, what is old, and what th...
Jan. 27, 2015 06:15 PM EST Reads: 5,274
The Internet of Things (IoT) is rapidly in the process of breaking from its heretofore relatively obscure enterprise applications (such as plant floor control and supply chain management) and going mainstream into the consumer space. More and more creative folks are interconnecting everyday products such as household items, mobile devices, appliances and cars, and unleashing new and imaginative scenarios. We are seeing a lot of excitement around applications in home automation, personal fitness,...
Jan. 27, 2015 06:00 PM EST Reads: 4,710
"ElasticBox is an enterprise company that makes it very easy for developers and IT ops to collaborate to develop, build and deploy applications on any cloud - private, public or hybrid," stated Monish Sharma, VP of Customer Success at ElasticBox, in this SYS-CON.tv interview at DevOps Summit, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Jan. 27, 2015 06:00 PM EST Reads: 3,769