installed not sold?
>> Ellison said in the Wall Street call today that Oracle has installed over 1,000 Exadata clusters
If thats an accurate quote, then note they said _installed_ not sold - from what I've seen, Oracle are keen to put these things in as proof of concepts - but thats very different from a customer handing over hard $ for them.
>> "We'd just rather make money," she said with a chuckle. "We're funny that way."
Exactly - I think IBM's Steve Mills made a very inciteful description of Oracle here:
" They're not a customer-friendly company. They want the customer's money and they're very creative with coming up with different ways to get the customer's money. They cannibalize their own ecosystem, they compete with their partners. It's a very pragmatic strategy. Whatever it takes to get money, that's what they're going to work on. If they think they can get money putting things together, they'll put them together. If they can only get so much money out of that, they'll take them apart and do it another way.
It's not driven by a strategy, per se, on some vision of where information technology is going. It's driven by the money-making motivation. All public companies have a motivation to make money. It's not a matter of, they're the only ones that think about making money. But some companies are more aggressive in their singular pursuit of that goal than others. "