| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 490.1 | No Difference | SQLRUS::BOOTH | What am I?...An Oracle? | Sat Nov 18 1989 17:55 | 11 |
| Not much impact. Oracle is already selling Sequent very hard. If they
switched to pushing HP or IBM, then Digital accounts would simply be
moved to that hardware environment rather than Sequent (as is currently
happening) or NCube (as will be attempted next year).
Further, IBM has no interest in Oracle as Oracle is no threat to them.
They have only 1% of the IBM market. HP has no use for them as Oracle
is only 0.16% of HP's overall market, and behind Informix and Ingres on
HP RISC.
---- Michael Booth
|
| 490.2 | We would be exposed | CISM::MORAN | When Money Speaks The Truth is? | Mon Nov 20 1989 17:20 | 17 |
| RE -1
Your absolutley right in your analysis of Oracle not being a threat
to HP or IBM. However, if you were in Armonk and wanted to attack
the DEC database clients would buying Oracle cause us problems?
I would bet it would cause major problems! That's why the comparison
was made to look at what IBM did in purchasing CADAM. CADAM has
significant CAD marketshare on IBM platforms in the Aerospace an Auto
industries. They are/were converting to the VAX platform - we could
have done a number on the installed base (mainframe running CADAM)
on price performance. Our chances of that happening are dealt a
severe setback now. My contention is if IBM purchases ORACLE they
would immediatly have access to a significant DEC installed base.
I see potential problems in the above scenario. Am I wrong?
|
| 490.3 | It No Work | BANZAI::BOOTH | What am I?...An Oracle? | Mon Nov 20 1989 22:26 | 20 |
| Your analogy is flawed in one way. CADAM is software that leverages
desktop hardware sales. Oracle is software (RDBMS) that leverages more
software sales, and hardware is an incidental.
CADAM fits IBM's desktop plans in that it could drive a lot of RT PC
sales. Oracle fits no IBM plans that I know of. It is direct
competition for an IBM product, DB2. It has no presence in the IBM
market. It would be extremely expensive.
IBM's plan has been brilliant. They have boght pieces of small software
companies that have applicvations in what IBM considers strategic
markets. Oracle is not small, nor are they a significant factor in
Unix. If IBM considered Unix important, they would buy Informix.
Consequently, you want me to beleive that IBM would spend more than $1
billion just to stick a thorn in Digital's side? Not at all likely.
Secondly, Oracle is exteremly expensive. The cost of Oracle software on
IBM hardware would be doubly prohibitive.
---- Michael Booth
|
| 490.4 | What if CA bought Oracle... | 60996::CLEARY | A deviant having fun..." | Tue Nov 21 1989 14:32 | 6 |
| Ah, but what if CA were to buy Oracle ? That would be a dilemma. We
(well HPS) are forging closer links to CA to get mainframe
class/compatible management tool as well as financial appliactions.
Their Cullinet database is hardly a threat, but Oracle, hmmm.
-mark
|
| 490.5 | How big is Oracle on Unix? | IJSAPL::OLTHOF | Henny Olthof @UTO 838-2021 | Wed Nov 22 1989 08:49 | 9 |
| .3
Michael,
How big is Oracle in Unix? We have the figures for IBM, HP, DEC and
PC's but how about Unix. My customer keeps on asking that.
Henny
|
| 490.6 | ORACLE #1 in Software | CLOVE::SILVERBERG | | Wed Nov 22 1989 13:38 | 23 |
| re.5
In the latest issue of UNIXWORLD (DEC 89), the top 10 UNIX Companies
were highlighted, based on FY89 results. The top 5 hardware vendors
were:
1). Hewlett-Packard $2.1B UNIX Revenue
2). Sun Microsystems $2.1B UNIX Revenue
3). Digital Equipment $1.3B UNIX Revenue
4). Unisys Corp. $800M UNIX Revenue
5). IBM Corp. $750M UNIX Revenue
The top 5 software vendors were:
1). ORACLE Corp. $200M UNIX Revenue
2). INFORMIX Software $100M UNIX Revenue
3). The SCO $ 85M UNIX Revenue
4). Relational (INGRES) $ 55M UNIX Revenue
5). Interactive Systems $ 50M UNIX Revenue
Send me mail if anyone wants copies of the details.
Mark
|
| 490.7 | Which Share? | NOVA::BOOTH | What am I?...An Oracle? | Wed Nov 22 1989 14:54 | 15 |
| I'm sure Oracle is the biggest in terms of revenue. They are also the
biggest in revenue in PCs and mainframes, where their market share is
miniscule.
On Ultrix, Ingres has about 27% of the market, Oracle about 18%.
On HP-UX, Informix (27%) is the leading vendor followed by Ingres
(20%), then Oracle (16%). Worldwide in Unix, Informix is by far the
market share leader with Ingres second.
The problem with revenue share is that product prices skew the numbers.
If Oracle sells 80% less than another vendor, but the Oracle prices are
100% higher, then Oracle leads in revenue. That's very deceptive in
terms of market ownership.
---- Michael Booth
|