When Taiwan’s Quanta landed orders from Facebook and Google to help custom-build their data centres earlier this year, it was the first step into a new industry for the world’s biggest contract maker of notebooks.
Quanta chairman Barry Lam’s said on Monday, however, that his ambitions go further than just completing built-to-order projects for tech companies. Quanta will instead look to offer a full turnkey solution for servers, he said for the first time. It is a move that will put it into direct competition with industry leaders like HP, Dell, IBM and Sun Microsystems. Read more
It is perhaps with good reason that Larry Ellison does not speak in public that often. Whenever he does, the famously bombastic Oracle chief executive seems certain to trash his rivals, make bold predictions about Oracle’s future, and wander off topic.
Last night at a meeting of the Churchill Club, Mr Ellison said that Sun Microsystems was losing $100m a month as European regulators scrutinise Oracle’s proposed takeover of the struggling hardware maker.
On the economy, Mr Ellison said it would be at least another five years before the US begins to recover. He said it would not be a V shaped recovery with a sharp rebound, or a W shaped recovery with a double dip, or a U shaped recovery with a pause before an uptick, but an L shaped recovery — “down and not coming back up.” Read more
Wouldn’t you love to be a fly on the wall next time Oracle gets round to negotiating Java licences with IBM and Nokia?
Sun’s aim of countering Microsoft by getting the programming language and development tools widely adopted was a knock-out success, but its business model (make the profits on hardware) failed utterly. Oracle has been pretty clear that it won’t make that mistake.
But will Java licensees be willing to pay up to justify Larry Ellison’s claim that this is “the single most important software asset we have ever acquired”? Read more
There are two explanations making the rounds for Oracle’s unexpected entry into the hardware business. Neither on its own is wholly convincing, but each hints at what is probably really going on here.
The first is the explanation that Oracle was putting about on Monday. This holds that vertical integration of all aspects of hardware and software is the next step being demanded by the customers of enterprise technology companies, who want one throat to choke when something goes wrong. Read more