Re: Exadata V2 - Larry thinks you are an idiot
"The lady doth protest too much, methinks."
Ms. Park, do you work for IBM? Because you either sound like someone from marketing planting FUD or you sound like a politician's campaign manager as you have been using the "stay on message" tactic on all of your recent posts http://forums.channelregister.co.uk/user/39548/
Perhaps some posts that are based on facts or even your own opinion and not marketing regurgitation would be useful for others reading your posts in response to articles on The Register. Otherwise you sound like a Tea Partier....you know the type that says Obama is a Nazi for socializing everything and when they get asked what social programs they would get rid of, they want to keep everything. Don't be a parrot. Makes you seem either calculating or stupid.
When you make statements like "They only sold 20 in 1Q and less than 40 in the first six months," perhaps citing your source would be helpful. I'm not saying you're making it up, but until you prove your source to me, I'm going to question it.
Why would you say "Word is they will OEM Dell x86 just like Teradata does and the V2 customers will be SOL just like the V1 customers." the day that they announce a whole new server refresh? If you look at the fact that had they for whatever reason they wanted to divest their x86 business the day of or the day after they announce a tech refresh and somehow wanted to OEM some product line, I would have imagined the relationship would likely been HP since they had the relationship from Exadata v1, why would you even suggest something as far fetched as Dell?
What does "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." even mean? Firstly are you referring to the DL 980 (http://h10010.www1.hp.com/wwpc/us/en/sm/WF06a/15351-15351-3328412-241644-4222584-4231377.html)? Secondly, what glue chip are you referring to? Are you referring to HP PREMA? Also, it seems like the IBM System X only goes up to four sockets without using eX5. If you use eX5, you're incurring extreme NUMA behavior, which could impact performance even more negatively than having one vertically scaled system.
You mentioned "They killed AMD, next is their own Xeon boxes.....Teradata has OEM'd Dell for years...and Netezza OEM's IBM system X." I don't think you can make a direct comparison because Oracle isn't primarily about Business Intelligence. Right now it's the only appliance like solution, but on the earnings call replay they had stated that they were looking at other appliances. So if you have your own x86 engineering department, why would you use Dell and be bound by Dell's release cycle, when Oracle seems to hate doing that kind of stuff and has cut of partner relationships (read HP and Voltaire) in the past like that.
Finally, HP hasn't really been in the software (mercury - not infrastructure and infrastructure management like Insight manager, Opsware and Openview) business for a while and I'm not sure they need to be. They seem to have a very good cloud story with the systems, management tools, services, and integration points for Insight Manager with Windows and VMWare. I know they've recently been trying to get into the storage market, but EMC and Netapp have that pretty much wrapped up nicely. I suppose Oracle will push their Storage 7000 or ZFS appliance or whatever else they're calling it these days, but they still have a ways to go before gaining serious marketshare. What does IBM have to compete with that? XIV?