Monday, July 24, 2006

Oracle briefing for Investors

Oracle hosted a briefing for investors on July 18. Some thoughts:

  • Oracle reiterates its commitment to develop further all acquired product lines. They provide timelines for general availability and what can be expected of the releases.

  • There is no comment on Oracle’s foray into OnDemand and how it plans to attack the SMB space and take on Salesforce.com and NetSuite.

  • Nothing new on Fusion applications, or how the development is progressing. But there is demonstrated movement on leveraging the capabilities of Fusion middleware with new application releases having close integration with BPEL, XML Publisher, Customer Data Hub and the like. IMHO, the whole application family is moving closer together and we may yet come to a situation where all modules will be hot-pluggable and inter-operable.

  • Some impressive numbers on Fusion vs NetWeaver, and the usual noises about how SAP is still proprietary and Oracle is moving to open-standards. They do deliver integrations with SAP products though.

  • SOA was a recurring theme as a growth driver. But demonstrated benefits through the use of SOA are still lacking, IMHO. In fact, I have not heard of a single large scale SOA deployment. SOA’s true potential can only be realized through large scale deployment and the network effect. I have written about this here.

The presentation is here. Notes on the event by James Woodrow also point out the Q&A that took place after the presentation. Vinnie has penned some questions here.

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