Oracle is moving fairly aggressively to outline its strategy at its Open World powwow in a move that represents a shift from previous years.
In a nutshell, Oracle is touting its red stack of hardware and software, which is nothing new, but also noting its innovation chops as well as research and development spending. That positioning is the foundation for Oracle's cloud and big data pitches.
To reiterate this strategy, Oracle president Mark Hurd held a relatively rare press conference.
Also: Oracle's Hurd outlines 'holistic' strategy: Will CIOs bite?
Here's what Hurd had to say and my read on his comments:
My take: Oracle argues that its mixed cloud approach with standard configurations is a big deal. It is for the enterprise customer. The reality is corporations will have public, private and on-premise applications. If Oracle can make toggling between those delivery models seamlessly it will have a strong business tech case.
My take:Hurd has a case here too based on performance gains and Oracle workloads. The looming concern with integrated systems will be lock-in and whether you want Oracle's hardware when you spend a ton on its software.
My take: Oracle has a nice R&D case with acquisitions as a supplement.
My take: The reality of big data is that the data scientists will want to keep everything. These people are information pack rats. The issue is that IT departments have storage costs. Welcome to the big data tug of war. If Hurd's argument that Oracle can rewrite storage economics sticks there will be interesting opportunities ahead.
My take: Oracle is using those cloud customer references to show it has the chops to architect its own service.
My take: Watch this BRIC talk closely going forward. BRIC growth has slowed for numerous tech companies and it's going to be interesting to see whether the investment continues when growth slows.
My take: Oracle will have to have the best hardware and integrated system stack because customers could be worried about lock-in.
My take: Oracle has spent too much time talking 100x performance gains, but managers need to know the returns. This messaging switch may reflect that the Exa- line of products need more quantification to drive sales growth.
My take: The cloud suite vs. the SaaS army is the key argument. Right now, customers could be wary of a cloud suite with Oracle. Time will tell if reality and enterprise headaches change that equation.
More from Open World: