By R "Ray" Wang on January 27, 2010
Oracle Rolls Out A New “Red Stack”
With EU approval out of the way, Oracle finalizes the Sun deal and resumes its quest for the largest share of the IT wallet. Oracle’s 60+ acquisitions follow a concerted strategy and Sun adds key areas such as servers and storage. Key areas include Vertical Apps, Horizontal Apps, Middleware, Database, Operating Systems, Virtual Machines, Servers and Storage (see Figure 1). Customers and prospects can expect more details on each of the integration points and how Oracle’s engineering teams will collaborate to bring interoperability to the stack.
Figure 1. Oracle’s Expanded “Red Stack”
Customers and Prospects Can Expect Oracle To Follow Its M&A Playbook
As with previous Oracle acquisitions, Oracle increases the aggregate investments in R&D, support, and sales. Back office functions and other inefficiencies will most likely lead to an elimination of positions. Oracle will reach out to customers with a 70 city tour to address concerns, consider feedback, and discuss future road maps. Investment in new SPARC chips represents one example of how Oracle will continue innovation post acquisition. Despite not buying any fabs, Oracle will continue the development of four new SPARC chips beyond the current US-T3. Key feature sets will include new processor cores, higher frequencies, smaller sizes (e.g. 40 nm to 28 nm). Expect more cores, higher frequencies, larger cahees, next gen memory, next gen IO, improved power management…
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Posted in Featured Posts, Technology / Software | Tagged acquisitions, BlueStack, Database, ecosystems, enterprise apps, enterprise software, event report, mergers, middleware, oracle, Oracle-Sun, partners, RedStack, servers, Storage, Sun, vendor events, vendor strategy, virtual machines
R “Ray” Wang (pronounced WAHNG) is the Principal Analyst, Founder, and Chairman of Silicon Valley based Constellation Research, Inc. He’s the author of the popular business strategy and technology blog “A Software Insider’s Point of View”. Wang has held executive roles in product, marketing, strategy, and consulting at institutions such as Forrester Research, Oracle, PeopleSoft, Deloitte, Ernst & Young, and Johns Hopkins Hospital. His best selling book, Disrupting Digital Business, published by Harvard Business Review Press provides insights on why 52% of the Fortune 500 have been merged, acquired, gone bankrupt, or fallen off the list since 2000.
Wang is a prominent dynamic keynote speaker, research analyst, and industry commentator working with clients to transform their business models using exponential technologies. He’s spoken around the world at almost every tech related conference including keynotes for tens of thousands of people and intimate executive settings such as Davos. Ray’s clients include a majority of the Fortune 500 and Global 200.
Ray is well quoted in media outlets such as the Wall Street Journal, FoxBusiness, CNBC, Bloomberg, CNN, CGTN, Tech Crunch, Business Week, and Fortune. He has thrice won the prestigious Institute of Industry Analyst Relations (IIAR) Analyst of the Year Award and has repeatedly been in the #1 slot in the AR Power 100 list for over 10 years. Ray resides in Silicon Valley when not traveling 500,000 miles a year in the air.
