Specifically, Oracle announced three new products:
- Oracle's new Virtual Compute Appliance X5, which competes with the Cisco/EMC/VMware partnership product known as Cisco Unified Compute System
- Oracle FS1 Series Flash Storage System, which goes head-to-head with EMC, and...
- The sixth generation of its Oracle Exadata Database Machine X5, a special server designed to host Oracle's flagship database software.
In his classic trash-talking, Oracle founder Larry Ellison CTO and specifically crashed EMC (VMware's parent company) during the presentation, stating: "Our listing price is less than half of their sale prices." Then he laughed and made clear. "We will negotiate price and deduct" even more.
In other words, Oracle intends to start a price war with former EMC.
Interestingly, the launch of these products news comes shortly after we heard some interesting news on VMware. The company is upgrading its Oracle financial software to a new provider: SAP.
JMP Securities analyst Pat Walravens said that VMware is booting software ERP installation of Oracle and SAP ERP software in place.
"Our due diligence suggests that VMware (VMW, MO, $ 119 PT) plans to migrate from Oracle (ORCL, MP) ERP SAP ERP as part of a business transformation program of thousands of years," he writes in a research note.
Companies do not change their financial software vendors like it or not. It's a big decision involved and it takes months and much effort to change.
The update has been going on for months, sources close to VMware tell us. But they also say that there was revenge in retaliation to the increasingly aggressive competition from Oracle with VMware and EMC father.
In fact, appears to be part of a makeover that VMware is doing for its own internal IT system and processes for billing customers.
However, knowing how hotly Oracle and SAP compete - the two are always taking public pot shots at each other - we are confident that SAP has a customer win a little more when the Oracle client is stolen.