* Posts by Allison Park

281 publicly visible posts • joined 20 Jan 2010

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Oracle sues Google over Java in Android

Allison Park

Oracle's hate meter is rising

Oracle will be to the Java community what SCO is to the Linux community.

They are even using the same lawyer!!!! David Boies.

He makes tens of millions and drove SCO out of business, maybe he will be just as successful with Oracle.

We really need a Larry Ellison with devil horns icon to choose from....or maybe Leisure Suit Larry

Oracle outlines Ellisonized Sparc roadmap

Allison Park
Heart

Its not SPARC its SPANC!

The SPARC architecture has been getting SPANCed since year 2000.

We also call Itanium the Itanic.

Power we call Power.

x86 we call Rabbits.

HP contractor 'surprised and saddened' by Hurd sacking

Allison Park

He left because he was part of the pretexting issue at HP

now at the liberal NY times

Oracle refreshes Sun Xeon server lineup

Allison Park

Exadata V2 - Larry thinks you are an idiot

"We are nearing one Billion in Exadata sales pipeline"

They only sold 20 in 1Q and less than 40 in the first six months.

I guess Larry does not want to say they cant sell more than 40, but would rather say he has a pipeline of sales that includes every Oracle software customer.

Word is they will OEM Dell x86 just like Teradata does and the V2 customers will be SOL just like the V1 customers.

The X4800 server does not have a "glue" chip like the DL890 or System X boxes so the >4 socket config will provide horrendous performance.

They killed AMD, next is their own Xeon boxes.....Teradata has OEM'd Dell for years...and Netezza OEM's IBM system X.

The odd man out is HP who does not have a real BI offering.....that has got to Hurd.

Allison

Oracle uses Sun as springboard in Q4

Allison Park

Exadata V2 - Larry thinks you are an idiot

"We are nearing one Billion in Exadata sales pipeline"

They only sold 20 in 1Q and less than 40 in the first six months.

I guess Larry does not want to say they cant sell more than 40, but would rather say he has a pipeline of sales that includes every Oracle software customer.

Word is they will OEM Dell x86 just like Teradata does and the V2 customers will be SOL just like the V1 customers.

Allison

Ellison slams former Sun CEO for blogginess

Allison Park
Flame

Dont forget the April fools day prank on youtube

Sun removed the video but showed how Pony tail spent the last days of the quarter in Palo Alto listening to someone pretending to have just been in a car accident.

Boring/Stupid/embarrasing

Oracle is about to not only dump AMD which they just announced but killing the x86 products for an OEM of Dell just like Teradata does.

Oracle is quick to do the math of developing x86 system vs. OEMing them and is getting out of x86

Netezza did the same thing and is using IBM x86 systems.

cheers Larry....Jonathans says thanks for the $25M which IBM would not pay him for killing Sun

HP brings live migration to HP-UX Unix

Allison Park

Matt B is sinking fast

At one point Matt B gave insightful view points but with the release of Tukwila systems he has gone off the deep end.

While everyone is disappointed with HP's limited Tukwila offerings Matt needs to eat some humble pie.

Nehalem is crushing Itanium plan and simple.

The DL980 with 8 sockets AND cross-network connectors will kill the Tukwila blades.

If the blades had SX3000 it might have a chance but you need 8 QPI links to have an 8 socket system without a glue chip.

Allison Park

HP preps Tukwila servers for April 27

Allison Park

Cool...

My Power7 box is arriving next week...can't wait to load up redhat is a test lpar....its only $16/day for a p7 core not to mention the 30day free trial that i will use first :-)

IBM sharpens Power7 blades

Allison Park

disappointed

Matt,

I am very disappointed in you. HP must be keeping you in the dark. I think HP is keeping most customers in the dark though.

The URL above works for me. It is a spreadsheet with the new blade names and prices.

Just search for bl890c and ontario in google

AH384A HP Integrity BL890c i2 c7k server blade TQ $31,273.00

AH385A HP BL8x0c i2 Itanium 9310 2c Proc Kit TQ $3,400.00

AH386A HP BL8x0c i2 Itanium 9320 4c Proc Kit TQ $4,352.00

AH387A HP BL8x0c i2 Itanium 9340 4c Proc Kit TQ $7,854.00

AH388A HP BL8x0c i2 Itanium 9350 4c Proc Kit TQ $14,409.00

plus ddr3 memory

Microsoft pulls plug on Intel's Itanic

Allison Park
Paris Hilton

Tukwila blades or Stuperdoom...either way a loser

Bottom line: Microsoft is pulling the plug on Itanium just like RedHat

HP is not dominating the highend market. Power 595 outsells superdome I think 3 to 1.

Not sure why anyone would buy a Stuperdoom when it was supposed to be replaced two years ago and customers are still waiting for the joke which will arrive in August. A 16 socket cell board config that cant compete with the Power 770 let alone the p595 follow-on.

The Tukwila blades will be a clear indicator that HP is divesting in Itanium just like everyone else and is just making two socket blades that fit into the existing HP bladesystems. Ok HP can group 1, 2 or 4 together but the low performance and 4core/65nm chips and lack of sx3000 is a major problem.

Power is taking over the Unix market with HP and Sun being a very distant third place. Funny to see HP becoming #2 again because SPARC is in such a free fall that HP while falling is not as bad. Power7 is the successor for cell and the PS4 is proof of that.

Intel does not like wasting money any more than the anyone else and Itanium is worse than a billion dollar boat. Only Larry can afford those kind of losing boats.

HP only leades in x86 because of Compaq and is losing that install base since they have not been able to have an 8 socket system for intel. The new DL980 does not compare to IBM eX5 and does nothing for the new memory expansion.

Sorry p7 is not simplified cores like Niagara, it is actually more function per core and the eDram allowed for the room to do that with 32MB on chip cache.

x86 on the low end and Power on the highend with the added killer of Oracle pricing is what killed SPARC. Itanium had nothing to do with it.

Matt....what happened? You were starting to move over to the Power camp....if you cant beat them join 'em. Come on over the water is fine :-)

Intel (finally) uncages Nehalem-EX beast

Allison Park

Microsoft just dumped Itanium

First it was RedHat now its HP's "friend" Microsoft.

http://www.microsoft.com/windowsserver2008/en/us/2008-IA.aspx

IBM chops high-end Power6 server tags

Allison Park
Go

Tukzilla dates

Hi Matt,

HP's April 27 announce will only be one/two/four wide blade offerings.

The SX3000 chip will not be available until August and will not be in blades. This makes the four wide a glueless config which has horrible performance since the Tuk chip only has 5 QPI's.

HP will only have a 16 socket 64 core system this year (August 2010). The p770 will best this machine easily.

The 32 socket system is June 2011....and the 64 socket system (four 8cellblade chassis's with connectors) does not have a date and if it does happen will be 2012.

Looks like you need a new NDA update.

Allison

Intel 'Tukwila' born after long and painful labor

Allison Park
Paris Hilton

Will the real Matt Bryant please stand up :-)

I think there are two of you.

1) The one that blindly defends Itanium and regardless of Intel's seamingly total disregard make unsubstantiated claims and accusations. i.e. saying "IBM would not be able to have octo-core chips before October"

2) The Matt Bryant that wrote this response.

- Itanium is not dead: Yes Intel is very proud that Itanium system revenue is now higher than sparc and is flat lining around 60% of Power systems. Having watched both announce webcasts it was apparent IBM is very proud of the thousands of migrations and Intel was trying to show a sustainable business model. The claim of consolidating 8 superdomes to one eight socket box is very interesting.

- The business value comes from the vast superiority of the PowerVM technology vs. IVM. Power7's huge leap in performance extends the consolidation capability

- ROCK is dead, SPARC64 is dead. Itanium will be late and will have a very hard time getting attention from Intel as Nehalem eats aways the bottom and Power7 takes away the mid to high space. Does HP need it for Non-stop, VMS, HP-UX? yes....but can it compete for new business and keep customers from moving key applications and middleware? only because of the cost of migration.

- Sometimes people get too I told you so when it comes to EPIC vs. RISC and the history of the good fight.

- You have been warming to Power over the last year or so and the bloggers appreciate that.

I don't think I said Itanium was dead...i have heard a alot of people say everything is dead except for x86, Power and Mainframes....but that is not a timeframe statement. Rock is dead, Disco is back.

Obviously Itanium is a disappointment though. 65nm / 1.73 GHz/half the cache per core / no systems yet / and a seemingly unwillingness for HP to invest in migrating HP-UX to Nehalem at odds with Intels unwillingness to invest much in Itanium. IVM only supporting 8 thread VM's.

And while HP "submitted" SPEC benchmarks no one was willing to admit to any result anywhere.

Allison Park
Stop

Always late and not worth the wait

The latest Itanium processor is again a disappointment. Not sure why it is the 9300, maybe the DDR2 version which never made it to market was 9200.

Some glaring deficiencies are the 65nm fab and 1.73GHz. While Intel is bragging about 32nm in the beginning of the pitch they do not mention the nm on Tukwila.

While they brag about 8 threads per processor they are actually only saying it is still only two threads per core. For a 2 Billion transistor processor and 24MB of cache you would think it could have more than 4 cores.

I see SGI and Unisys have dropped out of the Itanium vendor list and the only people left are HP and people that are only looking to create a 4 socket mostly Intel box.

Strange seeing a big announcement for a chip that will not be in systems for 90days. Not sure the purpose except to say to HP's current customers that there is some hope.

Curious where the 2nd generation virtualization came from or was the 1st gen just on Xeon. Does any OS/software take advantage of any Itanium virtualization. All I have seen is partitioning and HP's IVM which is HP-UX and has 20%-50% overhead. True hardware virtualization is certainly needed.

Funny quote:

"The 9300 is Intel's seventh generation of Itanium...There's one thing that people really demand here, and that's the ability to not have to do 'forklift upgrades' on a regular basis. They want investment protection." Kirk Skaugen, Intel vice president of the Intel architecture group and general manager of the data center group

==> Itanium 9300 is a forklift upgrade. Their is no upgrade path from any prior chip.

clear example of a negative and make it look like a positive.

Curious how many QPI ports are on the chip and if it will suffer from the same chip hop problem that Nehalem EX will have beyond four socket. Reminds me of the AMD hyper-transport problem past 3 sockets.

RedHat RHEL6 - another ISV to drop support.

Are their any virtualization offerings out there that can scale a virtual machine past 8 threads on Itanium? VMWare does not work on Itanium and HP's Integrity Virtual Machine last I checked had an 8 thread limit which makes it limited to one Tukwila chip.

The best they could do for a performance number is spec_int and fp but not actually put the numbers in the press release. I am betting Nehalem and Power are 2X to 4X Itanium.

Will there be a real benchmark any time soon like SAP or TPC.

Any vegas odds on Poulson 2012=>2014having the same schedule as Tukwila. 2006=>2010.

When does the Intel agreement with HP end?

IBM plants Power 7 on Smarter Planet pitch

Allison Park

Power7 brings excitment to the market

"Oracle and IBM's knife-fight over high-end enterprise hardware is about to begin--and IBM intends to bring a cannon."

The cancellation of SPARC64 VIII leaves Oracle with just four socket CMT boxes and an end of life scale up system OEM's from Fujitsu.

The Power7 boxes more than leap frog the T2+ with 3X better Java performance with the same number of sockets/chips/cores.

Power7 v Power6 - it's all about the cache

Allison Park
Happy

Let's not wait until 2013

Nehalem-EX will have 8 cores but less performance per core than EP.

Bulldozer will stuffer from the same more core less performance but core problem.

SPARC64 Venus aka VIII was canceled a year ago and Oracle has no interest in it.

T3 will be 12 months from now and will still be the slow cores but 16 on a die. It is not until yellowstone falls that Sun finally has a single thread performance chip. That is when Sun goes back to a four core chip with 8 alternating threads. Crazy as it sounds but I have seen the roadmap. They also hope to get to 3GHz...yippeee. The problem is Larry wont have the patience or desire to invest in such a low ROI which has a good chance of being another chip which turns out to be a ROCK.

Check out the SAP and Java benchmarks for the T2+ and Power7.

Time to be open to new technology.

Power7 - Big Blue eye on UNIX

Allison Park
Happy

Why do people announce when they do?

IBM

- Very apparent from the announcement of systems and customer experience from the 100+ systems shipped last year that it is the most successful early ship program ever.

- It also seems IBM is able to manufacture enough systems to meet the customer demand for the new Power7 systems

HP

- Very apparent they are nervous that their customers who were promised new systems in 4Q of 2008 are tired of waiting.

- They announced a chip with the assumption that HP will announce systems albeit in 90+ days.

Cheers to IBM for being a leader

Intel's 'Tukwila' Itaniums - hot n' pricey

Allison Park
Stop

Always late and not worth the wait

The latest Itanium processor is again a disappointment.

Not sure why it is the 9300, maybe the DDR2 version which never made it to market was 9200.

Some glaring deficiencies are the 65nm fab and 1.73GHz. While Intel is bragging about 32nm in the beginning of the pitch they do not mention the nm on Tukwila.

While they brag about 8 threads per processor they are actually only saying it is still only two threads per core. For a 2 Billion transistor processor and 24MB of cache you would think it could have more than 4 cores.

The big deficiency is the 24MB cache. EPIC needs huge caches and Tukwila just cut the cache per core in half.

Intel gives numbers like 800% interconnect, 500% memory bandwidth, 700% memory capactity, but what matters is the chip and core performance. The chip performance is 2X Montvale, but the core performance is the same and only if you but the fastest processor.

I see SGI and Unisys have dropped out of the Itanium vendor list and the only people left are HP and people that are only looking to create a 4 socket mostly Intel box.

Strange seeing a big announcement for a chip that will not be in systems for 90days. Not sure the purpose except to say to HP's current customers that there is some hope.

Curious where the 2nd generation virtualization came from or was the 1st gen just on Xeon. Does any OS/software take advantage of any Itanium virtualization. All I have seen is partitioning and HP's IVM which is HP-UX and has 20%-50% overhead. True hardware virtualization is certainly needed.

Funny quote:

"The 9300 is Intel's seventh generation of Itanium...There's one thing that people really demand here, and that's the ability to not have to do 'forklift upgrades' on a regular basis. They want investment protection." Kirk Skaugen, Intel vice president of the Intel architecture group and general manager of the data center group

==> Itanium 9300 is a forklift upgrade. There is no upgrade path from any prior chip and a mild socket only promise of the future.

clear example of a negative and make it look like a positive.

Curious how many QPI ports are on the chip and if it will suffer from the same chip hop problem that Nehalem EX will have beyond four socket. Reminds me of the AMD hyper-transport problem past 3 sockets.

RedHat RHEL6 - another ISV to drop support. Obviously RedHat is benefiting from the success of Power vs. Itanium.

Are their any virtualization offerings out there that can scale a virtual machine past 8 threads on Itanium? VMWare does not work on Itanium and HP's Integrity Virtual Machine last I checked had an 8 thread limit which makes it limited to one Tukwila chip.

The best they could do for a performance number is spec_int and fp but not actually put the numbers in the press release. I am betting Nehalem and Power are 2X to 4X Itanium.

Will there be a real benchmark any time soon like SAP or TPC.

Any vegas odds on Poulson 2012=>2014having the same schedule as Tukwila. 2006=>2010.

When does the Intel agreement with HP end?

Schwartz goes all of a Twitter

Allison Park
Thumb Up

Well said

SPARC has been severly neglected and even if Larry spends billions he cannot in a few years

stop the squeeze of Nehalem EX and Power7 that will happen in 1Q of 2010.

SPARC64 is end of life except for a minor .06GHz upgrade a little more cache and updating the I/O.

Yellowstone Falls might be a competitive chip last year but it is 2012/2013 and only 4 cores per chip. I don't see why anyone would buy the Fujitsu M-class systems to be replaced by CMT when it is likely it will go the way of ROCK. Larry does not have patience for low ROI and as you said already killing most of the x86 line.

Not sure people need an "Unix" alternative to IBM's POWER/AIX systems. :-)

Intel set for server chip blitz

Allison Park
Happy

Tukzila is no new news

"1) all three mentioned are still signed up to the Itanium Alliance so they would still seem interested.

==> SGI went bankrupt after Rick Belluzzo came over from HP and forced them to move from MIPs to Itanium. Now Rackable bought SGI and is only interested in the current Itanium chip.

===> Unisys is not interesting in supporting Tukwila as the volumes are too low to justify R&D or even sales.

How many companies will be making Power7 servers this year?

===>Groupe Bull and Hitachi

One. And no dates yet on which Power7 servers when, but probably initially only the low-end ones where IBM can get away with putting in Power7 chips with duff cores that failed the process. So, no real octo-core Power7 with all cores working until when, October?

====> Will you admit you are wrong on Monday?

"2) Why only four cores when Nehalem and POWER7 are both 8 cores." Because the cores are better, maybe?

==>Because 65nm does not allow enough space four 4 cores

"3) Why less than 2GHz when Nehalem is 3+ and POWER7 is 4+" Oh dear, I can't believe you're using the old frequency angle!

===> Well no one is saying EPIC architecture is the future and everything I have seen says Nehalem will replace Itanium

"4) Why announce a chip and not announce actual systems, what is the point?" Intel make the CPU, it is the vendors such as hp that make the servers. Duh!

===> Not sure why its meaningful for customers and I doubt there will be any new news. The chip was supposed to be out in 2006 to compete with Power6.

"5) Wasn't tukwila announced two years ago?" Not sure on the exact date but probably.

==> yes announced as the first 2 billion resistor chip

However, it was decided to include DDR3 in the spec, which meant the memory controllers had to be redesigned.

==>There had to be more than DDR3 otherwise why not do a Tukwila+

The rest of the design, though tweaked, would seem to have been in place for a while, which means there are likely to be better yields and less bugs than IBM's rushed Power7, which IBM have rushed out the door to meet the Tukzilla launch date.

==> Why would Power7 be rushed to meet a Tukzilla launch date when it was designed to compete with Power6 and the Tukzilla systems wont be available till May? Maybe Power7 had such good yields the announce was moved in three months...that does happen for some chips.

"6) Why is HP requiring a fork lift upgrade to Tukwila systems"

====> Well the HP smooth upgrade path (you only get to keep the rack) will not be true any more

"7) Why is Tukwila finally getting to 65nm when all other chips are 45nm or better?" Agreed, the 65nm bit is a problem, but not a big one. The design has been held back to add the new memory controllers for DDR3. As it was originally designed at 65nm, it made sense to take the least disruptive path and stay there. The problem for IBM is that Intel do this a lot - get a chip working at one size die, then rapidly shrink the die to reduce power draw and ramp both performance and density. Just look at the Xeon roadmap. Intel has a 45nm process already and soon a proven 25nm process, which bodes well for Itanium's future. And, to go back to your question about octo-cores, when Itanium hits 32nm or 25nm it can use the proven Nehalem processes to go hex- and octo-core. And what do we have on the Power roadmap after 45nm Power7? Nothing but "future" - no indication of a 25nm Power8.

====> Let's not confuse Xeon with Itanium. Tukwila is 65nm and Poulson while Intel says it plans for it to be 32nm does not have a date....and that is tock of Tukwilas tick

"8) Why is there no core performance increase when software costs are so high and priced per core?" You want to complain about increased core counts increasing licence costs when Power7 is going octo-core!?!? So Tukzilla's clock is going up but you claim there will be no per core gain? What, are you saying clock makes no difference, which kinda blows a big hole in your argument above? So, the core will be faster, and it will have greater bandwidth to the faster DDR3 memory, wanna hand with the obvious conclusion? It will perform better per core than the current Itaniums with the same apps.

====> Everything I read about Tukwila says "twice the performance" nothing says "more than twice the performance or four times the performance" and since it has twice the cores then the core performance is the same.

"9) How are the Linux sales on Itanium? I hear they are so bad RedHat has dropped support." No idea. But we do have a commitment from RedHat to continue current support of RHEL5 on Itanium. What will harm RedHat's chances on Itanium is they have decided not to support KVM (their virtualisation tool) on Itanium. But, we still have Integrity Virtual Machines, or Xen for if we need another way to virtualise Linux on Integrity.

====> So unless HP buys RedHat RHEL6 will not be supported on Itanium. So it is just HP-UX, VMS, Non-Stop and some Windows.

"10) Will Tukwila finally have hardware virtualization? Itanium seems to be the only processor besides SPARC64 to not provide at least some hardware virtualization." Bit confused hear as Integrity has had a better partitionig options than Power since 2001. With Integrity Virtual Machines, soft partitioning and hard partitioning, PRM, WLM and GWLM, all from hp and fully supported, what is the need for "hardware" virtualisation? Cough*features-sell*cough.

=======> Partitioning is not virtualization. IVM is a high overhead HP-UX host and is more for test and development. I figured Tukwila would have hardware virtualization like Power or Xeon...it it doesn't then Itanium has a real problem.

"11) I hear Oracle is going to increase the core price to .75 just like SPARC or higher what is the factor?" I hear Jordan is going to get bigger boobs. Unless it happens it's just talk, or FUD in your case. And seeing as Larry has been very carefully targetting IBM in his attacks, not hp (seeing as the majority of his new Oracle installs go onto hp servers),

====> As pointed out by Pony Tail, Oracle's core factor table has Tukwila at 1 license per core which is up from .5. Who is Jordan?

"12) Is HP going to have a BI offering now that Exadata was canceled and Neoview is not selling?" I have no idea on Neoview sales but I bet they're at least as good (or as bad) as Exadata. And didn't hp and Microsoft recently announce a joint project on BI and CRM?

=====> Never heard of SQL Server being used for BI

"13) Besides having twice the cores in the same footprint what is the value of Tukwila? The same core and software license performance." Dear, you're repeating yourself. Please see the answers to point 8 above.

====> I guess I am just shocked at how poor Itanium has done so poorly vs. the expectations.

"With twice as many cores, Tukwila will allow HP to put the same compute capacity into a system half the size, Bartlett said. For example, a fully loaded SuperDome with 64 processors will occupy one server cabinet with Tukwila, whereas today it uses two." VP HP.

===> I hope they come out with a better value proposition than just two to four cores.

"14) Oracle still does not have support for the eBiz suite applications on Itanium..will that ever change?" No idea, ask Larry. But isn't the number one platform for new eBiz installs (along with ALL Oracle software offerings) hp, namely ProLiant? If ProLiant is the top seller for eBiz then I can't see hp being too worried

====> Confusing Xeon and Itanium again. eBiz will never be supported on Itanium and is fully supported on all Power systems.

"15) I hear HP is giving away free upgrades to Tukwila, but I don't see the point since applications will not get any more performance." LOL! "I hear a competitior is giving away free upgrades, which means customers can cash in old servers and get new ones which consume less power and need less rackspace AND perform better" - yeah, I can see why that would be a problem for you!

====> Annyong-hi kashipshio....or for you Cheers.....and see you Monday

/SP&L, new object of amusement though.

Allison Park
Megaphone

Tukwila is boring

A chip that is only used for HP-UX and Non-Stop OS. I hope they will be taking questions.

1) Will Unisys, SGI or Groupe Bull have Tukwila systems or did they drop support?

2) Why only four cores when Nehalem and POWER7 are both 8 cores.

3) Why less than 2GHz when Nehalem is 3+ and POWER7 is 4+

4) Why announce a chip and not announce actual systems, what is the point?

5) Wasn't tukwila announced two years ago?

http://arstechnica.com/hardware/news/2008/02/intel-shows-off-tukwila-first-2-billion-transistor-cpu.ars

6) Why is HP requiring a fork lift upgrade to Tukwila systems

7) Why is Tukwila finally getting to 65nm when all other chips are 45nm or better?

8) Why is there no core performance increase when software costs are so high and priced per core?

9) How are the Linux sales on Itanium? I hear they are so bad RedHat has dropped support.

10) Will Tukwila finally have hardware virtualization? Itanium seems to be the only processor besides SPARC64 to not provide at least some hardware virtualization.

11) I hear Oracle is going to increase the core price to .75 just like SPARC or higher what is the factor?

12) Is HP going to have a BI offering now that Exadata was canceled and Neoview is not selling?

13) Besides having twice the cores in the same footprint what is the value of Tukwila? The same core and software license performance.

14) Oracle still does not have support for the eBiz suite applications on Itanium..will that ever change?

15) I hear HP is giving away free upgrades to Tukwila, but I don't see the point since applications will not get any more performance.

Sun Oracle revs LDom VMs for Sparc Ts

Allison Park
Paris Hilton

Wow LDoms finally have some dynamic capability

Sun technology is still focused on partitioning vs. real virtualization.

Will LDoms ever work on the the Fujitsu SPARC64 kit, or is it just for the four socket and below boxes?

I got confused with this being referred to in conjunction with Oracle VM for x86. Any correlation other than the naming?

Ellison: Only Oracle can do OLTP clustering

Allison Park
Paris Hilton

Oracle RAC 4 nodes = 3 node performance

You only want to use RAC for mandatory active active. Customers never save money on a RAC implementation. You spend well over 50% more to have RAC then you lose so much performance that you are better off just using an SMP with failover to a test/dev box.

The financials do not support more than three nodes because of the poor scalability.

Allison Park
FAIL

Oracle is the next Computer Associates

Expect more price increases as they march to their $1.5B profit in year one.

Last year Oracle raised prices 19% for their products and 47% on the BEA products.

Expect maintenance costs and software to go thru the roof. The last thing anyone wants to do is give Oracle even more of the IT spend when they are just going to raise prices double digit.

Larry to take integrated Sunacle direct to CIOs

Allison Park
Paris Hilton

Oracle will exit the x86 market

The margins are not there to justify the R&D. Oracle will end up dumping V2 for Dell boxes in V3. Teradata uses Dell boxes for the last 5+ years.

Oracle is still on the front end of a huge learning curve about hardware.

They just fired all their partners. Will have a disastrous 1Q as they have to empty the channel which Sun stuffed last qtr.

Wait till they realize they are not legally allowed to recognize revenue until the customer takes delivery, installs it and turns on the box. You can count revenue immediately if you ship to a partner.

Make sure no box gets turned on until you get a few $100K of free Oracle software or a break on my Oracle maintenance fees.

Oracle to invest in Sparc iron, clusters

Allison Park
Stop

Matt must be on vacation....so I'll fill in

1) Fujitsu SPARC64 is end of life (very apparent in the presentation - no SPARC64 VIII)

2) Oracle will bring out another T chip, but regardless it will get crushed by Nehalem.

3) MILK MILK MILK those Sun customers as Oracle cuts people/partners/systems/projects/clouds/raises prices similar to WebLogic (+47%)

4) Oracle wants to own everything in a customer and sell only appliances, well the only reason they grew like they did in the past was because they were open. Safra knows that and will ensure they don't lose that to try and sell only double digit number of systems.

5) Larry will quickly get tired of the hardware business and the build to order model is the first move to get out of the hardware business. Expect Dell to make the hardware in Exadata V3 just like Teradata uses Dell systems.

6) "every employee needs to emotionally resign from Sun. Go home, light a candle, and let go of the expectations and assumptions that defined Sun as a workplace. Honor and remember them, but let them go." Ponytail

7) Ponytail got his $20M parachute...To all you people waiting for your package too bad. Now you will get quotas that are twice your current number and will be FIRED if you don't make your numbers.

8) Don't forget to order your t-shirt so you can remind yourself of the future of Sun

http://www.cafepress.com/SunRIP.428321275

baibai

Allison Park
Thumb Down

SPARC customers will experience massive cutbacks

The big disappointment is confirmation that there is no SPARC64 VIII (Venus)

There will be minor updates to the current chip and no plans to have a 45nm chip which Power7 and Nehalem EX will have soon. Not sure if there will be a SPARC64VIIIfx but that is only a HPC chip anyways

Sun needed to decrease the number of systems but cutting 50% of models immediately?

Sun fired most of their sales force last year, now it sounds like Oracle just fired all the business partners. How are they going to hire/rehire enough people to make up for the people that left for HP/IBM/NetApp/etc...

How does the chart say $100M of Exadata pipeline then Larry says $100's of millions of pipeline? Big jump in just a few hours. I bet HP is still sore about Larry killing V1 after only selling 25 boxes.

If they are killing the x86 product line how are they going to afford the development costs for the x86 systems in Exadata? You need volume to pay for the large fixed costs of development.

All in all it sounded like Oracle is only interested in the hardware to try to squeeze as much profit from the install base as possible as they slowly exit most of the hardware.

The only thing they seem interested in is the T processor which is going to be 16 cores => 16cores * 4 sockets * .5 factor * $47K/license = $1.5M Just the EE cost will pay for the $100K box. Maybe they will bring back the free oracle for sun box program but turn it around to free T box with new Oracle licenses.

Sun Cloud ==> dead

Sun loaner program ==> dead

Sun quick ship with distribution centers ==> dead

Fujitsu SPARC64 VIII ==> sounds a lot like UltraSPARCV

Sun volume x86 ==> dead

Sun x86 systems with windows ==> dead

Oracle promises golden trip to yesteryear on Sun

Allison Park
FAIL

R&D is not increasing

Phillips said Oracle plans to spend $4.3B on R&D, up from $2.8B before the acquisition.

Sun was spending $1.6B in R&D.

==========================

$2.8+$1.6B=$4.4B

$4.3B "plan" is less than the combined and considering how far behind SPARC technology is compared to POWER and Nehalem they would need to increase R&D significantly.

They also have no control over SPARC64 which Fujitsu owns and the best they could say is there will be a few small speed increases.

Fujitsu puts systems chief at helm

Allison Park

SPARC64 is dead

Deja vu all over again.

Sun killed USV and kept USIV around long enough with small upgrades to milk customers, but ended up losing billions..

Fujitsu has not committed to a SPARC64 VIII (Venus) processor and it looks like there will never be a 45nm SPARC64 chip. It cant come back into the plan either because it was 2012 and Nehalem and Power7 are 45nm this year and likely 32nm before Fujitsu could even make a 45nm chip. Fujitsu's M9000 sales are in free fall and the only people buying M5000's are people who cannot migrate. We have Fujitsu SPARC on the divest list.

When Fujitsu/Oracle will admit to the demise of Venus is anyones guess, but they still have not admitted ROCK is dead. Larry only cares about the T2+ chip will has

IBM's Power7 servers imminent

Allison Park
Happy

Power7 will be huge

And I am not talking chip size...no clue about the size nor do we care. It will be 8 cores with 4 simultaneous threads. Unlike the T2 which is simplified sparcII cores with alternating threads...these are the real deal. We think we can consolidate over 250 old UltraSPARC database servers per power7 box. We refuse to buy Fujitsu SPRAC64 chips since they will also be end of life after SPARC64 VII.

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