Oracle Q4 results hide deeper customer concerns

So, the Oracle Q4 earnings report shows it has managed to defy analyst estimates and things are working out well with Sun after all.  The company has quickly ripped out the inefficiencies and cost duplication and is doing a good job of demonstrating its commitment to grow Sun’s software and hardware business.

However, Oracle is still yet to confirm the product roadmap, and the lack of certainty surrounding this crucial element is compounded by a continuing problem of enterprises not fully understanding their licensing estate.

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Oracle Sun Microsystems acquisition

Don’t let emotions get in the way of the situation; take the deal on its face value.

The 27th January 2010 saw Oracle’s bid for Sun Microsystems go through.  Our customers have expressed concerns about the impact that this will have on their business, so we polled our customer base to find out what the main worries for end users were.  The results were:

  1. Potential loss of vendor leverage and increased dependency on Oracle
  2. Questions on strategic intent for platform and software products
  3. Changes to the culture of Oracle and Sun

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