Cisco Networks with Oracle at OpenWorld

Posted: januar 29, 2012 in Uncategorized
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From the ‘BFF’ files:

Make no mistake about it, Oracle’s upcoming OpenWorld event is an Oracle event. That doesn’t mean though that other vendors won’t be there to take the center stage.

One of those other vendors will be networking giant Cisco, with a keynote delivered by CEO John Chambers on Wednesday October 5th. While I don’t know exactly what Chambers will say, I’ve got a pretty good idea based on his track record.

Chambers will stress that an architectural play is the only way to solve big IT challenges. It’s how Cisco sells its networking gear from edge to core, with all the security, policy and management stuff baked in-between. It’s a message that will resonate with Oracle too, since their engineered systems approach is a similar kind of play by being a sole-source provider of hardware and software.

For the most part, Oracle and Cisco don’t compete.

Oracle does not have a networking division persay and they don’t build switches or routers. Oracle does have servers though and that’s where the intersection and competition with Cisco comes. Cisco’s UCS kinda/sorta can be competitive, though Cisco has never really positioned the UCS as a database or Java specific box the way that Oracle has positioned Exadata and Exalogic.

Oracle and Cisco are also similar in that both companies tend to acquire a lot of other companies. During Cisco’s recent earnings call, Chambers specifically called out Oracle for being the only company, aside from Cisco that was able to do acquisitions well.

It will be interesting to see how well Cisco and Oracle are able to partner now and going forward and what the partnership message that Chambers will deliver at OpenWorld will stress. These are two tech titans that partner more than they compete and that’s a scenario that I suspect will continue for the  future.

Oracle OpenWorld 2011 runs from October 2 – 6 at the Moscone Center in San Francisco

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