Oracle Rolls Out A New “Red Stack”
With EU approval out of the way, Oracle finalizes the Sun deal and resumes its quest for the largest share of the IT wallet. Oracle’s 60+ acquisitions follow a concerted strategy and Sun adds key areas such as servers and storage. Key areas include Vertical Apps, Horizontal Apps, Middleware, Database, Operating Systems, Virtual Machines, Servers and Storage (see Figure 1). Customers and prospects can expect more details on each of the integration points and how Oracle’s engineering teams will collaborate to bring interoperability to the stack.
Figure 1. Oracle’s Expanded “Red Stack”
Customers and Prospects Can Expect Oracle To Follow Its M&A Playbook
As with previous Oracle acquisitions, Oracle increases the aggregate investments in R&D, support, and sales. Back office functions and other inefficiencies will most likely lead to an elimination of positions. Oracle will reach out to customers with a 70 city tour to address concerns, consider feedback, and discuss future road maps. Investment in new SPARC chips represents one example of how Oracle will continue innovation post acquisition. Despite not buying any fabs, Oracle will continue the development of four new SPARC chips beyond the current US-T3. Key feature sets will include new processor cores, higher frequencies, smaller sizes (e.g. 40 nm to 28 nm). Expect more cores, higher frequencies, larger cahees, next gen memory, next gen IO, improved power management…