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* Posts by Ivan Hallworth

22 posts • joined 17 Sep 2009

IBM: Palmisano mulls Big Blue line of succession

Ivan Hallworth
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HAPPY 100TH BIRTHDAY IBM!

HAPPY 100TH BIRTHDAY IBM!

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Hitachi GST ends STEC's monopoly

Ivan Hallworth
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Very Good News

Its very good news that a second supplier has entered the Fibre Channel SSD market - so there is at least now a duopoly and this should have the effect of introducing price competition and driving prices gently down thus fuelling further market growth; reach and market penetration.

The original product that formed the basis of the STEC solution was designed in the UK and, being fortunate to visit during the prototyping stage, it was possible to make a customer suggestion to the designers that was given to me by a wonderful customer. To consider adding a single pin and instruction bulk erase and array destruction kill facility. Its always been a bit of problem with magnetic disk drives how to effectively, sustainably, and ultra securely erase them completely within secure sites.

The UK company was highly innovative in the storage space making several key innovations, several of which were directly copied by the industry titans, though it was unfortunately unable to achieve long term growth and the size and sophistication necessary to compete on the world stage and in the worldwide market.

The fantastic fast growth of SSDs is very interesting to watch. Am typing this on a rev A macbook air launched January 2008, and a 64GB SSD was just an extra option to a magnetic drive. The new 11.6" and 13" apple macbook airs are available only with SSDs from 64GB to 256GB.

Looking forward, ICT developments sometimes appear slow, and as seen in the review mirror, as it is possible to do at the Centre for Computing History at Haverhill, (worth a visit if your keen on computing history and futures), developments appear warp speed fast!

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Humax HDR-Fox T2 Freeview HD DVR

Ivan Hallworth
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Great Solid & Balanced Review - Thanks Nigel

At last! - a solid, fair, balanced, clear, focussed and well written PVR review in a sea of fug!

Well Done!

Very Many Thanks Nigel.

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Semi biz starts to cool off

Ivan Hallworth

Semi biz harbinger nexus of the new world economy trend?

Most interesting article, a mixed picture, and wonder to what extent semi biz will be harbinger nexus of the general world economy in last calendar quarter 2010 and into the new year? Of course, absolutely no one can predict. Events will unfold. We're certainly headed into a new unchartered and unprecedented phase, and the next six months is going to be highly interesting to see . . .

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Oracle to invest in Sparc iron, clusters

Ivan Hallworth
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Oracle's approach may well work . . .

Thank goodness we have TPM to condense the essentials of the 5 hour Oracle telethon for us!

All in all Oracle appears to be taking a sensible approach to Oracle-Sun and the complete systems and 'gold standard' ideas are noteworthy.

Investment in Oracle-Sun and clusters may go some way to reassuring customers.

Would be good to see the skinny map no matter how skinny!

Fujitsu is key to successor SPARC64-VIII 8-way 'Venus' or another and the market will need clarification on this given solid Intel Nehalem and successors and IBM POWER7 solid performance and beyond maps. Unless Oracle Microelectronics intend to go it alone after SPARC64-VII? A joint processor approach may save 'Venus' that currently does not look well enough positioned to take on Intel and IBM's POWER7/8. Oracle should perhaps have made more of the Fujitsu partnership in the presentation, after all, Fujitsu saved Sun's credibility at the high end. Will be interesting to see if Oracle Microelectronics have SPARC plans of their own, independent of Fujitsu?

Customers as well as both companies may greatly benefit from an even closer working and cooperation between Oracle and Fujitsu. Both are most capable diverse companies. Both have tremendous unrealised potential. There is a good fit for cooperation and both companies need all the help they can get if they are taking on IBM, HP and others.

At least the major Oracle-Sun doldrums for customers should be over now that the Oracle-Sun deal has closed and yesterday's clarification should help customers be more certain.

Time will tell if Oracle's strategy is successful. With Oracle-Sun at least it ensures what can be saved can be saved and its good to hear of Oracle's investment commitment to Sun R&D and new staff.

Larry Ellison now turns his attention to the 33rd America's Cup Challenge on 8, 10, 12 February in Valencia, Spain. Certainly an interesting and perhaps an historic match?

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Ellison to recruit thousands for Sun integration army

Ivan Hallworth
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Good News

Good News on Oracle's continued investment in Oracle-Sun and Good News for Jobs.

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Oracle promises golden trip to yesteryear on Sun

Ivan Hallworth
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Good News

Oracle have given Sun a stay of execution.

Agree there's a lot of catching up for them to do and no real answers to 'Venus'.

Are Oracle Microelectronics going to attempt to go it alone post SPARC64-VII?

How close are Oracle and Fujitsu cooperating? Close cooperation could greatly help both in the competition with IBM, HP, others.

Can it be done? Sure! Easy? Certainly not! But there is a chance and a hope.

Good news if Oracle-Sun is a success for customers and also for the industry as they can help improve overall industry competition. Without Oracle-Sun it tends toward an Intel, IBM duopoly and that can't be good news . . . for anyone.

Yes, Oracle should give up low end x86.

Sun have good storage solutions even with the loss of momentum due to the acquisition uncertainties.

Good news the investment in R&D by Oracle in Oracle-Sun and potentially good news for some employees and jobs.

An stronger Oracle-Fujitsu cooperative alliance could do wonders to help compete with IBM, HP.

Its likely we'll know for sure and reasonably quickly if this new Oracle strategy is going to work.

Gripfast and godspeed!

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Larry to take integrated Sunacle direct to CIOs

Ivan Hallworth
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Oracle's strategy may well work . . .

Oracle have a chance and Sun a stay of execution with Oracle-Sun. At least provided its profitable and that is a very good test.

Oracle's strategy may well work a combination of competent management, (AC you're right), and sales execution we'll have to see if it works.

As anyone who has experienced will tell you its difficult to 'execute' if you're part of the acquired team and change transitions always somewhat problematic. Oracle and Sun people are fairly likeminded and should team reasonably well.

If they have enough combined skill and more importantly the will to succeed, time will tell.

Meanwhile the competitive juggernauts trundle on.

Oracle are the challenger and that should give them huge motivation to challenge and win.

Specialisation and focus teams and going direct on the top accounts may well work.

Shows Larry Ellison's business acumen in that he focuses on just the headline top competition.

IBM. HP also sure have lots of work to do : )

Oracle vs. HP in this market? Mmmm.

Would be good if Larry Ellison does persuade Scott McNealy to be involved in Oracle in some way. Was a pity that Scott McNealy relinquished control some four years ago perhaps battle tired after a long time as CEO? Say what you will about Scott McNealy he had charisma and courage, and though often wrong, is an honest and principled man.

Competed against him when working for Fujitsu in the very early PRIMEPOWER days on international accounts, he was a most worthy, tough but fair competitor who gained respect.

When moved to Sun through serendipity and not choice, benefitted from the employee stock plans and for that am most grateful, even if for me Sun was not a patch on the fun and success enjoyed, at least in the early days of Fujitsu.

How do you build an international account from scratch at Fujitsu with the then new PRIMEPOWER? Use an old FACOM strategy from the 1970's that had been used successfully in Australia. Worked like a dream! At least to begin with until incompetent mid and top level managers got in the way : )

PS: in my view the winning way forward for Oracle and Fujitsu (who are currently a bit troubled) is straightforward.

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Apple granted multi-tap detecting tablet patent

Ivan Hallworth
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Patents - there has to be a better way

The whole question of patents if fraught with difficulties.

Seen from both sides.

Neither entirely satisfactory.

PS: Hope someone comes up with a better more equitable way perhaps? : )

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Apple's iPad - fat iPhone without the phone

Ivan Hallworth
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Clever solution to difficult problems . . .

How would you have approached designing and producing this and would we have done very much better?

All innovation, invention and the engineering that makes it all possible is a practical compromise. You can't and shouldn't try and please all people all of the time. Never works.

These smart devices are amazingly complex these days. Nearly all are engineering masterpieces. Only a few types become real successful market masterpieces.

Its a clever converged compromise solution to difficult practical engineering and ergonomic problems.

Ideal? No! Good Enough? Maybe! Time will tell.

Smart service providers by blended iPad plans with an existing iPhone data plan, and depending upon the level of subsidy by the networks, could help open up growth for this smart device. It may find and help define a new market segment that sits midway between iPhone and smartphone and a MacBook and laptop. Maybe narrow at first but with strong growth potential.

Is there a market gap? For sure! Big enough to be successful? Time is going to tell! : )

Many Congratulations to Apple on the Happy Birth of their New Baby.

Brand New and Full of promise and potential.

Well Done & Good Wishes!

PS: pleased all the speculation on what its called, looks like and does is a bit more settled : )

amazed by the polarized reactions these launches generate, the truth is somewhere inbetween.

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Steve Jobs uncloaks the 'iPad'

Ivan Hallworth
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Good enough is good enough!

Congratulations to Apple on your new baby, time will tell if you have 'done it again.'

Nothing is ideal and this seems like a good enough is good enough solution.

It does create a new niche. We'll have to see if this matters, grows and is a sustainable niche.

Perhaps its really a fun/useful iPhone line media player extension that sits between iPhone and MacBooks, more on the iPhone side? A plus one at the moment rather than a replace for both?

iBooks looks good and its going to be interesting to see how it fares with Kindle and others.

Appears to sit in the middle of the Apple range and the middle can be a dangerous place to be!

Hopefully in future iPhone and OSX will converge? Nice that there are lots of apps at launch and line extension to iPhone if not OSX.

Useful mobile adjunct to an iPhone in place of MBA when mobile would be my use plus surfing, reading and easily creating media content.

Like the dock keyboard idea that gives it full keyboard feel and makes it like a laptop.

Rev2 may be a much better enchilada.

Will consider buying when it becomes available. Perhaps the iPhone service providers will do some interesting multi-device deals when it becomes available that will help affordability and economy. If not it is perhaps a bit expensive if you've already got a smart phone plus a laptop to keep and maintain. Is a third asset to keep and maintain.

iPad mops everything up and better name than iSlate that it looked like it may have been

Pleased all the pre announcement speculation is now finally over having reached fever pitch : )

Makes you wonder with awe how this smart device space will look over the next few years.

The rate of change appears to be accelerating.

Like iPhone/iTouch there's sure to be some very interesting and unusual applications that you'd never imagine.

It does look to fill a gap, even if smaller market niche, in the market.

That being said this format may turn out to be the major part of a volume market in time as prices reduce.

Well Done Apple - a clever bit of difficult engineering and smart market positioning done well. Likely to sell well, and time will tell either way.

Hope that people enjoy trying and using it. Looking forward to meeting it. Its a most interesting idea.

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Oracle to detail delayed Sun roadmap

Ivan Hallworth
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Many Thanks Jesper - Good Points

6. OK, PRIMEPOWER not a Mainframe but certainly there's a clear mainframe design thinking input; cooling, metal, layout, three-phase power, cabling and more of this thinking than SunFire and in practice PRIMEPOWER had good availability. Not mainframe partitioning its true and oher aspects. On my watch PRIMEPOWER performed well in one account zero production errors against around 4% fail rate across 10,000 Sun servers, perhaps SPARC64 was helped by ECC on many paths.

1. Agree also IMHO. Sun's and Fujitsu's problem was a sales one and that ultimately was about effectively getting the message across. At times they were very well placed against competition, IBM, HP and failed to be able to take advantage of this in the market, especially well positioned once Sun had got over Fujitsu's system capability with PRIMEPOWER and the resulting M class systems. Can't comment on M vs. PRIMEPOWER as I don't know the newer machines.

Certainly IBMs Z system appears to be most interesting.

Oracle and Sun uncertainty has not helped in recent months. What's your view on today's clarification? Does this help? You are right about Fujitsu's virtualisation strategy. Again, like many of these things, if there is good growth more resources can be deployed to try and improve. Again is tied in to opportunity and market share.

Separate VM arguably better than Solaris container. Thanks for your performance detail that appears to show the power of POWER6 and POWER7 is very much better.

2. Sure, its a balance. Says who though? I guess IBM and HP with Intel would argue otherwise as they are both market leaders in their respective sections of the market. Overall if they make money on servers, I do not know. Server leadership a key for server vendor survival.

Agree it looks like a two horse race. Oracle and Fujitsu will have to gear shift to compete.

For it to be a three horse race, with perhaps another entrant would help keep the market competitive. It may well be that a new approach gains traction. Markets do tend to a duopoly in many cases with Other often being a large segment, often the largest.

It may already be too late. Agree Venus as is, doesn't look enough to be a game changer. You clearly showed this in your earlier post. Water cooled looks like a retrograde step. We know the problems with distributed arrays. Plus as you pointed out to change fabrication process fraught with risks, costs and difficulties.

Wonder what today's clarification by Oracle has said about this? What Fujitsu's answer would be to this Venus question. How the roadmap and catch-up is now rendered?

SPARC would have to be stronger for it to matter and to make it to the Intel IBM table to compete. Will need radical strategy and action for this to work. Time is clicking on.

Whats your view on Itanium and its future? Eclisped by Nehalem and successors?

What about the google server farm approach versus big centralised servers?

The big boxes appear to fall over in terms of the costs of supporting that type of architecture and maybe moved to water cooled is another indicator. Perhaps Intel architectures are headed that way too?

Its going to be interesting to see what happens as feature sizes shrink, if there is a move to more chip stacking or wsi arrangements.

Its also interesting if it becomes a two horse race IBM and Intel the costs of just staying in the game for both is increasingly astronomical. The margin for error perhaps reducing.

Having read Scott McNealy's 26th January 2010 memo, I can't help wondering and thinking if Sun would have survived and prospered independently had he stayed at the CEO helm. He'd had a long tenure.

Will be fascinating to see if Oracle are able to harness the Sun opportunity. IBM and HP continue to attack the Sun base.

Will need a tightly executed Oracle strategy to secure the base and grow Sun's infrastructure business.

Many Thanks Jesper.

// Ivan

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Ivan Hallworth
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27th January 2010 gets this a step closer

Intel and ARM are both doing well. Power 7 and Power is also doing well and that is set to continue.

There is a huge SPARC installed base and of course it continues to sell,

Beginning April 1, Masami Yamamoto is the newly elected President of Fujitsu and according to Timothy's report in The Register yesterday, he is quoted as saying he wants "to make Fujitsu a truly global IT firm," according to Reuters.

He is not going to be able to achieve this without a proven and credible enterprise class architecture, a different , but equal in positioning, to IBM's Power7 processor.

Fujitsu now needs to get a grip of the operation and financial's of its whole business, especially its sales and sales model is key to driving consistent and profitable growth.

Yes, if it chooses, and executes on a smart plan, Fujtisu being a most worthy competitor can achieve this and it needs to do this quick.

Key decisions on the high end SPARC64 processors need to be made and perhaps next Wednesday's clarification by Sun, perhaps with Fujitsu may help clarify this.

For Fujtisu to succeed is a very good thing and most important for our industry and especially customers as, without them, as it stands it becomes something of a market share duopoly in the enterprise compute space between x86 and the IBM Power 7 architectures.

That SPARC spans two major vendors OracleSun and Fujitsu has always been a very good thing and something of a unique advantage for high end enterprise customers.

Fujtisu and Sun have a very long standing and successful collaborative agreement. Let's hope that this partnership continues between Oracle and Fujitsu.

Looking forward to clarification by Oracle and hopefully with Fujitsu on the 27th January .

- Ivan Hallworth

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Ivan Hallworth
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Thanks Jesper

1. It works and they know a good thing when they see it.

Sold FJ PRIMEPOWER into its first global account bank. 10,000+ Sun servers. Zero production error on FJ kit. 4% failrate Sun. SPARC64 ECC thoughout. Solaris is proven and UNIX crowd fanatic on it. Oracle are worthy owners of this "Crown Jewel'. Majority of those Sun servers now supported by FJ. My view is Sun/FJ don't know enough about selling, hence the troubles at both firms. Oracle are not perfect, but they may succeed better at this. Ironically I used and old FJ sales strategy that I think they've forgotton to do this.

2. Failure to profitably sell leads to loss. Production-Sales=Scrap! Hence divestment disk business and Sun's midair collapse to Oracle to survive. I worked with STK it got bought by Sun, so I know a bit how it feels from Sun's perspective even though no longer there.

Most interesting pictures, thank you, yes looks quite different, will ask FJ about this.

Neither solution IBM/FJ is probably any where near optimal, both

look v. expensive vs. scale out on Intel or similar and WSI.

3. Correct.

4. You're Right Jesper. Suppliers do some silly things sometimes. We should ask Oracle about this and will. dobetterdeals.com tools for customers to make better supplier deals.

5. Yes, volume tiny but at times very fast growing disrupted a bit by all the uncertainty. Is tough to make sustainable money in this space. Appears to be well designed gear, but market share is insufficient vs. HP and IBM.

6. Fj PRIMEPOWER was mainframe class, the Sun kit wasn't and this with the M series helped Sun. In terms of arrogance this happens when a supplier or one or more of its people convince themselves that they've permanently got it made and that they have power over customers.

Its bad thinking and practice and sooner or later they loose out, corporately and individually, its a form of bullying and thats bad.

Pension fund contributions as well and employee pay and benefits its too easy too do.

Boomerang effect here in the UK, very surprising and damaging to IBMs reputation, HP, Fujitsu the same thing is happening. I made the point elsewhere it seems very widespread across the industry right now. Understandable but the wrong thing to do. Back to looking after employees first, customers and shareholders and the balance thereof.

7. Am unsure that IBM would get the deal through regulators on antitrust and competition grounds. It would've given them total enterprise server dominance and that for reasons above is maybe not in customers best interests or that of IBM.

Like VMware such a fusion AIX,Linux,Solaris may have been good. Maybe windows would've been hosted on this to protect the world.

8. Yes fair competition is real good. I don't think FJ could ever have afforded to, nor would Sun's ego have allowed it. I liked the IBM idea up until it got stuck and Oracle moved in.

The surprising thing to me was there did not seem to be great enthusiasm about this fantastic prize. Perhaps the best thing is happening with Oracle. Wednesday should give us all a clearer view perhaps. Fujitsu definitely needed it and agree it would've been in many ways a better fit.

I think if it were possible IBM should've had the will to drive it through. Am concerned for HP that they innovate enough moving forward.

My guess is that there may well be some new technologies that arrive perhaps that will help.

Solid state is a real interesting area right now and this may evolve to incorporate active memory and active storage arrays is what I see happening and this may have an effect.

It does appear a bit crazy and a bit difficult to have to go to such water cooled strategies.

As always its success in the market selling and meeting genuine customer needs and wants that seems to be the key to success and longterm prosperity.

Good Weekend Jesper

// Ivan

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Ivan Hallworth
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Re: Jesper

1. There is plenty of Sun-Fujitsu kit out there working perfectly fine, so no comeback is needed, but I think that I know what you mean. A renaissance comeback, as it stands you're right, unlikely, but my point is that it is possible, even from the current position, and that it may be a good thing for healthy competition and to help ameliorate things tending toward a duopoly.

2. We may know on the 27th, Oracle have committed to Oracle-Sun R&D, but agree will not be even, we can only go on what they decide. In my view they have to also persuade Fujitsu and that will not be easy, due to overall sales, Fujitsu are is a cost saving mode, disks gone, fab outsource, and SPARC seems a bit de-emphasised over Intel. You have a point and TSMC are quite a big experienced chip capability. Fujitsu wouldn't use them unless they met their needs. Don't know enough about Fujitsu's plans in this area, again the 27th we'll perhaps find out.

Understand your point about Niagara and Rainbow Falls.

3. Yes the competitive alternatives and both valid are clearly Intel which is growing and POWER7. IBM appear to be the big winner for uncertain Sun customers.

4. Yes good value for money ROI on the Oracle licensing and the real and perceived value is a big issue for Oracle right now, they've perhaps squeezed and pushed too far if many customers are complaining. For some customers, its not so much of an issue and its impossible or harder to migrate.

5. Even on Intel Oracle have a cliff against HP, IBM even if the Sun x86 business has been fast growing.

6. Oracle need to temper any real or apparent arrogance, it never benefits anyone to be like this.

Thats the problem you can change and still have the problem!

Better for customers to also exercise their negotiation power. dobetterdeals.com

7. Brighten up, Denmark is sunny and happy, lets face it Sun 'destroyed' themselves, Oracle and Larry an acceptable white knight that saw the clear opportunity.

That was the problem with IBM, AIX, and Solaris may not have won out longterm.

Plus we don't know that had IBM done it they could've because of antitrust.

They got a good gawk at the IP portfolio though : )

Back to duopoly IBM POWER7 vs SPARC and SPARC may not have won out longterm.

Plus duopoly IBM vs Intel.

There may well be new chips that come along, just look at ARMs success.

Samsung have designs on enterprise apparently.

8. Perhaps most importantly, its always sad to hear of scared people in IT, but they do have options and good choices. Each individual and circumstance is different.

Whatever happens I feel sure that either those that stay at Oracle or those that leave will go on to thrive and prosper, if they choose to.

PS: the BMW Oracle Racing USA main sail on some of the pictures appears to carry the Sun logo so there is some hope Oracle will continue with the Sun branding further.

Good Fortune Jesper,

Ivan Hallworth

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Ivan Hallworth
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To Freakyfeet

Freakyfeet - whoever you are(!) what do you have to say that is new and constructive, helpful even?

Or are you, perhaps, just another wrecker faultfinder?

Either way your view is fine.

As you are already aware, and so there is absolutely no doubt, Chris Mellor does cover storage superbly and this should be advertised, his analysis and coverage in my view, is getting better and better.

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Ivan Hallworth
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Re: AC Oracle HW & ROI

Agree, spot on:

1. 27th is the new reality and roadmap Oracle HW and where it goes

2. Oracle need to concentrate on much better customer ROI value and not just on hardware,

customer comments appear to suggest that Oracle are pushing licensing pricing far to far to the extent that its damaging some customer Oracle good relations. This is having a clear reputational impact on Oracle. There are always alternatives options available to customers.

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Ivan Hallworth
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for Jesper

"You cannot bring about prosperity by discouraging thrift. You cannot

help the wage-earner by pulling down the wage-payer. You cannot further

the Brotherhood of Man by encouraging class hatred. You cannot help

the poor by destroying the rich. You cannot keep out of trouble by

spending more than you earn. You cannot build character and courage

by taking away a man's initiative. You cannot help men permanently by

doing for them what they could and should do for themselves.

- Abraham Lincoln

Ivan Hallworth -

Jesper,

Sun is still a great company and so is Oracle.

To teach and to be working in IT like you do and be an owner is a most noble profession.

Please remember, no one is forced to work at either of these two companies, nor other IT

companies.

Sun and Oracle pay staff very well with generous benefits. Other companies do too. Yes, they are all very highly performance driven in this competitive environment and in economic tough times. They don't get so much credit for all the opportunity, work and employment that they have created long term in the past and still do and the good that they have done and continue to do. Its not so easy for companies to survive long term, let alone prosper.

I admire Scott McNealy in one great respect that during the fall out post Y2K he did his darndest to resist mass layoffs, and to an extent succeeded, and it must have been tough to do this against the board who were possibly encouraging this at the time. He was a tough but clean and fair competitor when I sold against him at Fujitsu on worldwide finance accounts. Sun had seen very little direct sales competition in its prized accounts until then. Within enterprise SPARC it had a monopoly. He had been leading Sun successfully for some considerable time even then.

Sun and Fujtisu's problem has never been technology, both are terrific innovators and leaders in this respect.

The Sun and Fujitsu problem to my mind is simply sales, sales ambition and sales courage, sales creation and sales execution. Without professional and effective sales, growth can't be sustained, and in time because the overheads of running these complex businesses is so high it leads to pressures to cut costs.

Oracle should be able to fix all this. Painful no doubt and doubtless necessary.

Sales, plus too much middle-tier and less than enlightened middle management sometimes.

There are first rate people in both organisations, they need to be found and topgraded and encouraged.

In terms of the overall Sun and Fujitsu lineup both are still excellent and of course Sun worked closely with Fujitsu on high end SPARC servers. In many regards Fujitsu made it possible for Sun. Both companies quietly and confidently have a long and successful history of mutual cooperation and great benefit.

Hopefully this will continue with Oracle.

Sun's whole solution lineup and the 'Share' campaign leitmotif is truly inspired.

Just like NetApp's AND is the new OR campaign, something many of us quietly discouvered earlier.

The industry and customers need really for this to succeed, otherwise it becomes an enterprise world were the only first-rate competitors become a duopoly; IBM Power 7 + and Intel.

Innovation and progress perhaps then would be stifled.

It will be difficult because of the current respective market shares and growth rates and again we are back to fundamental sales and better buying considerations.

We must all make and do very much better IT deals, locally and internationally.

It can be done though. Even in these chastened times. Where there is the quiet ambition and will to get on with it and get it done.

Existing and any future layoffs at Sun and at Oracle are most unfortunate. This was the starting point for the earlier piece.

You have to believe profoundly in unlimited and sustainable abundance.

One man's prosperity does not create another's poverty.

All poverty is self-perpetuated over the long term.

You can take as much as you like without depriving anybody else, and should do so without guilt. Even awsome, monumental wealth like Bill Gates' and Larry Ellison's has not deprived even one person of even one spoonful of soup, and has made many others rich and provided gainful employment to thousands who lack the courage or initiative to employ themselves.

Looks at the Gates' Foundation like a modern Carnegie Trust. Greatest Gospel of Good Fortune in Africa! Cambridge University in England where its made it possible for over 900 of tomorrow's best leaders from overseas to get first rate learning and opportunity.

This will continue for likely centuries more. A modern day Carnegie Gospel of Wealth.

With this in mind, give charitably as you choose, and help as much as you can and choose, but not out of guilt, and not seeking quid pro quo.

Many of the Sun displaced will go on to prosper if they wish, working for other firms, or starting their own new businesses, they are on the whole a smart bunch! Opportunity abounds and we are despite appearances in a new golden age.

As for the America's Cup, Jesper, you are right in this particular context it is in not such great taste perhaps for me to mention it. It exists though and is fact.

Please kindly be assured that I did not mean it in the way you may perhaps may have assumed having left Sun 23rd January 2008 myself, I am perhaps well aware of the implications and have given this careful and I hope thoughtful consideration.

Sixty million if that is the figure is a lot and would keep 1000 or more jobs for a year its true.

Maybe not all of this is from Oracle, its a joint team.

All progress depends to a certain extent on unreasonable people and approach.

Like landing on the moon, or creating computers, software and other helpful tools, most scientific and engineering really is indefensible if you think about it, though equally it often brings increasing and bounteous good benefits to all in its wake. That, at least, is what we all hope.

The America's Cup and the learning from it is a force for good.

Certainly this year sees a lot of innovation and an interesting match.

It too brings gainful employment for many.

Who know what benefits research and use of fixed wing sails may bringa about, or not!

Leaders and people in IT need perhaps to concentrate on the good, help the less fortunate, and

build each other up instead of all the wreckless attack and trying to pull down to justify one's

own position.

We need enlightened self interest and not bad self interest.

Everyone is claiming to be entitled and at the same time a victim.

Expectations unrealistic. Whatever happened to a modest enough is enough and to care and share?

There is much wrong that needs to be fixed. Just look at whats happening right now, questions raised in the UK House of Commons by the consituency MPs where IBMs head office is over IBM employee pension rights whilst at the same time corporate profits and shareholder rewards are skyrocketing. This trouble from the very company that invented paid holidays, care and benefits for people and employees. Look at he current mess over this same issue at Fujitsu and HP. Does nothing for the common good and their reputations and is a failure of enlightened leadership. We call on them to fix this properly and fairly!

Yes Sun too. Probably this is going on across the industry. There is a way, a more balanced way through better inspired and enlightened leadership and lets hope this happens and quick.

Oracle Sun resolution is easy in my view, I know exactly what I'd do if I were involved in running it, but I'm not.

More balance needs to be restored and leaders need to see things more closely through employee's and customer's eyes.

Employees do need to be put first and to be treated fairly by leaders. Without this, how on earth can you properly and long term help customers and shareholders gain increasing sustainable prosperity and be in the best competitive position?

I am ever optimistic and hopeful in spite of it all!

Engineers in IT and customers deserve so very much better from our leadership and there is

such talent and capability all around this wonderful industry. We need to make and do very

much better mutually beneficial deals.

IT future, perhaps a bit surprisingly is about people and better people relationships and mutual

understanding.

Looking forward and intrigue to hear Apple's and Oracle's news on the 27th.

Apparently both leaders are firm friends.

Ever Onward!

With Faith and Ever Hopeful!

Warmly Yours,

Ivan Hallworth

PS: to whoever asked about there job. Its not up to me. Please Relax. Hope for the Best, plan for the worst and take what comes. Either way please just do something!

Be Well

and Warmest Best Wishes to you and to you Jesper. You are Winners.

...

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Oracle-Sun-Fujitsu - Ivan Hallworth

Ivan Hallworth - Oracle & Sun-Fujitsu:

The potential of, and actual job cuts at Sun, and any major IT company for that matter, are always most unfortunate - there is always such a terrific impact and fall out, and not always for the good, for so many very good, nice, capable people and their families.

These economic downturn years have been difficult for many.

This is a fast moving and fast changing industry that is accelerating in transformation.

Good news however for both Oracle and Sun in that the deal appears to be finally closing and to be going through final EU approvals after months of frustrating uncertainty for all.

Oracle-Sun continue to have some of the most interesting and innovative IT industry solution sets. This deal strengthens both and positions them very well against strong competition.

This deal hopefully brings a bit of further and much needed customer clarity, and perhaps the hope of some degree of stability, after all the uncertainty following Oracle's acquisition and the regulatory hold-ups.

Smart move on the part of Larry Ellison. It must be acknowledged that he is a savvy, capable and thoughtful leader at the top of his game, and one of the lasting IT leaders, no matter what you may think because of the sometimes unfair things said of him concerning his personal style. True enough, most of Oracle's acquisitions are software, and there is no real reason that this deal will not be a resounding success for both Oracle and Sun. Roll the Roadmap.

It means that Oracle-Sun joins IBM, Fujitsu ( and also in terms of infrastructure, Cisco,) in being at the top-table in being able to offer first-rate, complete end-to-end and true Enterprise class server, storage, communications, hardware and software infrastructure and application solutions - with HP struggling perhaps to truly innovate at the very high-end in this area, but equally, having a very good Intel blade and server range, and a much improving mid-tier storage line up, communications and professional services.

On a lighter note, its going to be very interesting to see next month's February 2010 and the 33rd America's Cup Challenge in Valencia, Spain, between Swiss defending team Alinghi against Golden Gate Yacht Club team BMW Oracle Racing who are the challengers on this one-on-one Deed of Gift match.

Team BMW Oracle are racing a yacht that has to be seen to be believed; a 90-foot Rigid Wing Sail Trimaran, the BMW Oracle 90 (BOR90), now named USA.

The defenders are racing Alinghi 5, another interesting 90-footer, a Catamaran, with the addition of a somewhat controversial power hydraulics engine(!)

All in all it looks set to be a most interesting Match!

IH

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Oracle: Mine is bigger and, um, more integrated

Ivan Hallworth
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First Rate Analysis - 27th interesting

This is first-rate and illuminating analysis, thanks Timothy. 27th January will be most interesting, though the Apple webathon may be a bit shorter and easier to get through!

Warmly,

Best,

Ivan Hallworth

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Tape users wait for news of LTO 7 and 8

Ivan Hallworth

Bandwidth Bottleneck?

Lee has a good point.

Capacity doubling and bandwidth marginally increasing with each iteration.

The drives can be distributed to help overcome this.

LTO and other Enterprise tape technologies will continue to be made and developed while there is still a market. If so, and given its still technically possible there would be progress beyond 2012 towards LTO 7, 8, 9 and beyond.

LTO and other Enterprise tape has made tremendous progress over recent years and it is interesting to see if this continues.

Steven Jones also makes a good point. Media servers are often the bottleneck and not the write speeds of the tape drive arrays themselves.

Its interesting to watch progress of the SSD price / performance and capacity curve.

Quiescent tape energy is still better though!

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Oracle/Sun may resell Pillar arrays

Ivan Hallworth

Oracle and Sun's StorageTek tape business

Oracle should keep Sun's StorageTek tape business.

Tape is still strategic.

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