During the recent Oracle product launch last week, Larry Ellison took a shot at HP, calling our machines “vulnerable” and “slow” and likening HP to “a turtle.” You may also have heard that Oracle has shown disdain for customers by doubling the cost of Oracle licensing fees for customers running Oracle on HP Integrity (Itanium 9300). Read the full story…
It’s hard not to get emotional when these types of comments start to fly, so let’s keep with to the facts:
- For Oracle to achieve their “world record” database performance, they had to create and benchmark a $30M (after 50% discount) RAC cluster of 27 SPARC nodes in completely unrealistic “SuperCluster” environment.
- The TPC-C benchmark they used is more than 18 years old (as old as Windows 3.1) and not representative of any real customer workload of today
- As of today, no one has been able to improve on the single system TPC-C on Oracle that HP Integrity delivered almost 4 years ago
Mr. Ellison may think his company is "one big cheetah”, but they’re currently having a hard time keeping pace with HP. His cheetah analogy was interesting. Yes, cheetahs do run extremely fast, but after a full I minute sprint they are completely exhausted and don’t have the stamina it takes for a real world endurance race.
HP is the No. 1 provider of enterprise servers in the world. We are focused on our customers, and those customers continue to be won over by our combination of technology, product performance, and pricing. The numbers prove it – our Enterprise Storage and Servers segment saw 25% revenue growth year over year during Q4 FY2010, and HP was the only major UNIX vendor that reported server growth. In Q3 IDC also reported that the ratio of Itanium servers to SPARC was 125%.
Hopefully customers aren’t fooled by unrealistic benchmarks, no matter what Oracle claims. HP’s market share results prove it. Sun customers are switching to HP because they recognize we deliver superior technology, performance and value. Customers rightfully resist being forced into one vendor, one proprietary stack of database, software, storage and servers. Customers like choice, and HP represent that choice in the UNIX market.
Is Oracle’s latest attempts at changing pricing structures and ‘trash talking’ HP an acknowledgement that we are the leader, taking significant revenue from their hardware business? Our combination of superior products and Converged Infrastructure strategy are clear proof points why existing SUN customers are migrating from their existing platforms over to HP.
- HP has #1 server revenue market share (3CQ10 IDC) with 33.4% , IBM has 30.6% (HP up 2.4 ppts YoY, IBM down 1.2 ppts YoY).
To me, this last point is the best measure of competitive success, since this is a measure of where customers are voting with their wallets.