Safra Catz kicked off her joint pitch with Charles Phillips at OOW saying the hard work begins at our customers after we ship the code. And I thought, yea, she is going to talk about easing application upgrades, lowering costs of data management, making data centers much more efficient. In other words, talk about cloud computing without using those words.
It turned out she was talking integration between the numerous application acquisitions they have made. They invited product managers to present snippets of what has been going on in many of its acquired apps and integration being built between Primavera (project management), PeopleSoft (financials) and Hyperion (budgeting) and Retek (retail), Siebel (CRM) and Demantra (trade promotions).
Good start - but for the $ 15 billion (5 years since acquisition) they claim to have spent on R&D we need to see lots more. And customers paid $ 150 billion to Oracle over that same period. They need to see lots, lots more for that little pile of coins.
And by the way no mention of Fusion applications so far. And nothing also about the costs and effort of managing Oracle apps I thought Safra was starting to talk about.
Oh well, it is just the kick-off at OOW - hopefully more to come over next few days
Update Fellow Enterprise Advocate Frank Scavo has me on video with my initial thoughts on OOW and the Safra/Charles talk
