Oracle CEO glosses over poor quarter by lashing out at competitors

Oracle CEO glosses over poor quarter by lashing out at competitors

Summary: Oracle's hardware business is struggling, but that hasn't stopped CEO Larry Ellison from talking trash.

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Oracle didn't meet expectations when it revealed second fiscal quarter earnings on Tuesday afternoon. Thus, CEO Larry Ellison and company discussed a few other topics during the company's quarterly conference call to detract from the negative news.

For starters, Ellison proceeded to do one of the many things that he does best: talk trash about competitors.

See also: Oracle's Q2 falls short, hardware revenue slides

The first company on Ellison's dartboard is IBM over an advertising kerfuffle between Oracle's Exadata and Exalogic systems and IBM's P series machines.

Ellison argued that Oracle's products deliver "much higher performance than IBM's fastest P series computers."

Amway bought two Exalogic systems, replacing IBM on P series machines. The e-business suite, the Oracle e-business suite ran 12 times faster on the Exalogic machines than on the IBM P series. Their custom (that's Amway's custom OLTP applications), which were solo java applications, ran 10 times faster than on IBM P series machines.

I know IBM's running a lot of ads saying they run faster; that their machines run faster than ours. But I'd love to see their customer references because we haven't seen one. We've seen a lot of ads -- no customer references. We have lots and lots of customer references. We're replacing P series and running much faster than IBM. I'd like to see one from IBM. Hyundai Kia Motor Company bought an Exalogic system. This is a first win at an account that's been a loyal IBM customer for more than 20 years.

Of course, Ellison didn't stop there and proceeded to take on SAP's Hana product:

We won four SAP customers, moved their data onto Exadata to run their SAP ERP systems, and we're seeing huge performance gains as they move off conventional servers. At least one of those deals was competitive against SAP's Hana product.

He continued during the Q&A portion of the call:

There were a series of benchmarks at a customer where they compared Hana, SAP's in-memory analytical database, and they compared the performance of that against just our Exadata database machine and Exadata was faster, which I think surprised a lot of people because Exadata is not what we line up against Hana...So we're fairly confident that Exadata can beat Hana.

Both Ellison and Oracle president Mark Hurd also used the call as an opportunity to advertise the pipeline and its famous customer base as selling points to investors.

The Food and Drug Administration, the University of Melbourne, and "very large American smartphone  manufacturer" were all highlighted as Oracle customers.

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Topics: Oracle, Enterprise Software

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8 comments
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  • RE: Oracle CEO glosses over poor quarter by lashing out at competitors

    Typical Larry the Bunghole. Didn't make the numbers? Blame someone else. Try some deflection. Ignore that man behind the curtain.
    thetwonkey
    • RE: Oracle CEO glosses over poor quarter by lashing out at competitors

      @thetwonkey <br><br>Would that be Bunghole or Blowhole? I get their usage mixed up sometimes <img border="0" src="http://www.cnet.com/i/mb/emoticons/happy.gif" alt="happy">

      In this case its probably both.
      gribittmep
  • RE: Oracle CEO glosses over poor quarter by lashing out at competitors

    I am beginning to look at Microsoft during Bill Gates in a more kind light.
    Lord_of_the_Singhs
  • RE: Oracle CEO glosses over poor quarter by lashing out at competitors

    HUGH?! Sooo...Oracle/Sun is going to no longer be a viable platform because IBM P series is eating SPARC alive, and Larry does not talk about that, but instead on 200 sales of Exadata. 200? Are you serious?
    mikies
  • RE: Oracle CEO glosses over poor quarter by lashing out at competitors

    SAP HANA would kill Oracle. To know more about SAP HANA, the revolutionary new technology please visit saphana.co.uk.
    bobj@...
    • SAP has poor customer support and poor performance says Gartner

      If you look at Gart-ners latest "Magic Quadrant for Business Intelligence Platforms, 6 February 2012"

      http://www.centreconsulting.nl/wp-content/uploads/Magic-Quadrant-for-Business-Intelligence-Platforms-2012.pdf

      Quotes directly take from report:

      "This is the fifth year in a row that our market survey data shows ratings for SAP's customer experience (which includes ratings for support and software quality and for sales experience) as the lowest of any vendor in the survey"

      "While SAP's customers tend to have very large and global deployments, poor performance is mentioned twice as frequently as the survey average as a problem limiting broader deployment, while direct performance scores are among the lowest in the survey. This problem is more acute for SAP BW customers than for SAP BusinessObjects, but both products score near the bottom of the survey on this measure. Both SAP and SAP customers alike are hoping that SAP HANA can address this problem."

      Don't think Hana will be "killing" Oracle anytime soon with issues like this!
      PHD64
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  • Oracle Modus Operandi

    "Get foot in the door and then rape the customer when they turn around to serve some tea and krumpets."

    I know several companies with an itch to ditch Oracle because their nasty pricing schemes. One is spending a bit of investment money to move to PostGreSQL and I am sure they will succeed.

    What will really shape up Oracle is a lower-cost competitor. And this new SQL Server 2012 is a step in that direction. Of course, Oracle is more than a database, I know.

    But maybe when some competitors really bite into oracle, Larry will change his tune. Maybe not.. Probably not..
    Jasonalexandre