Judith Hurwitz raises a red flag about Oracle’s new acquisition strategy. It appears Larry Ellison himself has now clearly articulated a plan that involves buying “companies with a narrow profit margin that have attractive maintenance revenue.” Ms. Hurwitz astutely points out that this type of strategy, coupled with neglecting cash cows, is exactly how Computer Associates faded to irrelevance at the same time that they saddled themselves with several thousand software products to maintain.
As the Oracle/SAP battle wages on, analysts eagerly anticipate each company’s next strategic move. For SAP, Forrester is predicting an acquisition of DemandTec, which would “allow SAP to offer a more comprehensive merchandise solution.” On the Oracle front, Forrester predicts Oracle will acquire Khimetrics “to gain traction in grocery and general merchandise,” as well as Zilliant “to provide non-retail price optimization.”
An interesting review of Oracle 10g for Mac OS X. Pros include much improved management over previous versions and a proven scalability. On the con side, optimal performance remains achievable solely in the hands of a highly skilled DBA. Additionally, the installer needs a lot of manual intervention and the Linux version is significantly ahead of other releases.
Oracle bought the technology and key personnel of Context Media earlier this month, in order to integrate Wnterprise Document Management (ECM) with its own software, officials said Tuesday. The acquisition closed July 15 2005, and officials did not release financial details.
Oracle execs acknowledge that the company slashes prices as much as possible in order to compete on the applications side, but holds firmer when it comes to its much stronger database business.
Oracle Chief Security Officer Mary Ann Davidson writes about the myths and misunderstandings surrounding security and how security researchers can actually become the problem. The three misguided notions Davidson focuses on are that fixes can be done in a matter of days, that researchers increase their business by finding more bugs, and that researchers deserve credit for every bug they find.
The latest next-generation product in EMC’s high-end Symmetrix storage line is DMX-3. Scheduled to ship in September, DMX-3 currently supports up to 960 disk drives, and will be capable of supporting up to 1,920 disk drives by the first half of 2006. By the end of 2006 it should be up to 2000, and will be able to store a petabyte of data once fully configured.
Oracle 18.104.22.168 patch set is now available for Windows.
According to security expert Alexander Kornbrust, Oracle’s standard encryption mechanism can be easily circumvented. Korbrust intends to give a presentation later this week at the Black Hat 2005 security conference demonstrating how Oracle’s encryption can be broken.
Oracle seems to be scaling its pricing very loosely to the performance boost that comes from the additional cores in multicore processors, keeping in mind that performance may sometimes be as much as double, but often not.