Oracle Exadata: Early Signs Promising

Exadata is looking good. In the past few months, I’ve had the chance to talk to several early adopters of Oracle Exadata V2, some in connection with a sponsored white paper Oracle has just published. It’s still early, but I see this product as a milestone, regardless of its commercial success. That is still to be determined, although I wouldn’t bet against it. How it will be affected by Oracle’s execution of the Sun acquisition is another open question, and the recent surprise layoffs, which showed that either the announced expectations were laughably off base or Ellison’s early announcements about  hiring plans were less than candid, don’t bode too well for the near term. Rob Enderle made some strong and provocative points in his guest post here. Read more of this post

Microsoft and HP Announce New Application-to-Infrastructure Model/Partnership [Yawn]

(Co-authored with Charles King of PUND-IT, Inc.)

Microsoft and HP announced a new investment of $250M into their Frontline Partnership, designed to deliver integrated stacks supporting applications from Microsoft’s Exchange and SQL Server and beyond into the cloud. As part of this effort, the companies plan to deliver solutions built on what they defined as a “next generation infrastructure-to-application model” which will help speed implementation, eliminate IT management complexities and lower overall costs by automating manual processes. With this strategic partnership, HP and Microsoft will also collaborate on an engineering road map for joint products including data management machines using the new SQL Server MPP database option when it is announced, pre-packaged application solution bundles, comprehensive virtualization offerings and integrated management tools. Read more of this post