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- RE: Oracle's FusionFest: BEA underneath, dogfood, Sun on the horizon
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Oracle is my no means alone on the total IT stack/provider
quest. IBM has been hellbent for decades (lost the second
wave of the OS wars, got love for Linux). And Microsoft
has been trying to do the same, albeit with a render unto
Intel what is Intel's approach (now about defunct).
Oracle's goal is clear: Ellison believes, almost surely
correctly, that there will be in 10 years only a very small
number of full-service IT providers. He wants to be one of
them. IBM and Microsoft probably believe likewise.
And the move to cloud models, along with the recession,
will hasten the consolidation process: the big switch on
speed. The full costs of IT will be very attractive moving in
this direction -- compared to today's onerous and wasteful
costs -- until they are not. And by then, you may as a
business be more beholden than businesslike with these
mega providers.
But market choice does work, as long as you have at least
three big players left, significant levels of portability, and a
level playing field and transparency. We've seen it with
farming, railroads, oil, ocean transportation, telephones,
etc. Same old story.
So it's up to us to make sure that IT services remains a
true market. Otherwise you'll see a trillion dollar company
emerge with Big Brother-like power and pan-global
economic strength that only governments can counter.
Until they can't. - Posted by: Dana Gardner Posted on: 07/04/09 You are currently: a Guest | Members login | Terms of Use
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