In his most straightforward comment to date on the power that comes from optimizing hardware and software from the ground up, Ballmer sounds a lot like Oracle CEO Larry Ellison, who launched the the engineered-system concept about four years ago with the first version of the Oracle Exadata Database Machine.
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Benioff even told customers to beware of false clouds, making a clear reference to Oracle and its Exadata server. (Read Online Ad Market: Google Firmly In Charge, Facebook Gaining Share).
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Through Exadata, Oracle has also started to become a meaningful player in the hardware market following its acquisition of Sun Microsystems in early 2010.
Oracle also stated that its Exadata database appliance was seeing wide adoption in enterprises seeing over triple digit unit growth this quarter.
With the newest addition to its engineered-systems family, the Exadata X3 Database Machine, Oracle is giving customers more justification to realize they need to move beyond the traditional and non-optimized systems of the past.
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With the acquisition of Sun hardware, Oracle now offers them as in the very successful Exadata platform.
Oracle delivers those optimized packages with its three Exa systems: Exadata, Exalytics, and Exalogic.
In the upcoming earnings release, we will look to see what Oracle has to say on the profitability front as well listen for updates on how its Exadata and Exalogic products are faring in the market.
As databases in general become more strategically vital, and as cloud technology becomes essential within advanced IT architectures, Oracle is betting that the combination of speed and cost-performance offered by its increasingly popular Exadata engineered systems will allow the company to stay well ahead of other alternatives.
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