Trash talk scorecard: What did BEA do to peeve Larry Ellison?

Trash talk scorecard: What did BEA do to peeve Larry Ellison?

Summary: BEA must be doing something right. The middleware company has become Oracle CEO Larry Ellison's latest obsession.

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TOPICS: SAP
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BEA must be doing something right. The middleware company has become Oracle CEO Larry Ellison's latest obsession.

For those of you keeping score at home, Ellison mentioned BEA 10 times on last night's fiscal third quarter earnings conference call. Ellison didn't mention BEA at all in the second quarter. Red Hat got one mention from Ellison in the third quarter.

To put this BEA rant into perspective consider that Ellison mentioned SAP 13 times last night. SAP is clearly Oracle's obsession of choice, but BEA is moving up the ranks quickly. Here's our informal scorecard:

Third quarter trash talk:

  • Ellison mentioned BEA 10 times, SAP 13 times and Red Hat once;
  • Charles Phillips, Oracle co-president, mentioned SAP four times;
  • Safra Catz, Oracle co-president, mentioned SAP once.


Second quarter trash talk:

  • Ellison had five SAP mentions;
  • Phillips mentioned SAP four times and BEA three times.

Topic: SAP

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Talkback

3 comments
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  • Was it trash talk?

    In my brief skimming of the 3rd quarter conference call transcript, BEA was mentioned quite a bit, but I didn't see anything derogatory. Is Ellison obsessed with BEA? Probably, but I haven't seen any "trash talk" from him about them; certainly nothing like Steve Ballmer's self-serving critique of Google (that's what I would call "trask talk").
    John L. Ries
    • True to a degree

      I can see your point. Trash talk may be a bit strong, but if you heard the comments live you'd get the impression that Ellison wanted to squash BEA like a bug. Now we know Oracle's stance on SAP, but I did wonder what BEA did to get ORacle so wound up.
      Larry Dignan
  • ...because BEA exists

    The mere existence of BEA is good enough reason for Ellison to trash talk. ;)

    Next conference call he will be trash talking Larry Dignan. ;-)

    Ellison takes "trash talk" to a historic low. People trash talk big competitors. It is sometime a good indicator of where someone felt the pressure from. The frequency Ellison change targets means trash talking is simply his "personality" and we cannot derive from it who he thinks Oracle's biggest competitors are.

    Sooner or later, somebody will feel left out for not being "trash talk"-ed by Ellison.

    Or ... is Oracle really under siege from everyone?
    sinleeh@...