Larry Ellison is a brilliant man. For many reasons, but particularly for knowing the limits of his company. Tomorrow, he is going to talk about synergies between software, hardware and services as he discusses the Sun acquisition.
Except that he made that same announcement a decade ago when he started Business OnLine. Timothy Chou, who Larry entrusted with building that capability wrote about his experience in a guest column last year. His biggest challenge:
“While the business grew to nearly $200M in four years the biggest impediment to growth was educating Oracle people. Never underestimate the power of the white corpuscles.”
So, Larry smartly did not force the issue within Oracle.
Instead, he nurtured two personal investments, NetSuite and salesforce.com which have shown the world how to integrate software with data center with application management into one contract and one SLA. And at price points the world of Oracle and SAP and IBM are still choking at.
So, Oracle gets another chance. They will have a similar learning curve as Microsoft has been through. I interviewed Mike Manos for my upcoming book – he helped Microsoft (he has since moved to another position) with its recent data center investments as it prepares for Azure and other clouds…