It’s My POWER8 Party, Oracle
There always has to be someone who tries to ruin the party.
In this case, Oracle recently published a blog entry claiming to address the POWER8 announcement. But funny. It didn’t really address the POWER8 announcement.
What it does try to do is scatter uncertainty about IBM. Here is what you need to know:
- Oracle’s blog article doesn’t address POWER8 performance because of the simple fact that IBM has a wide portfolio of #1 benchmark results, including 6 new ones for POWER8 systems. (Note that two of those ironically happen to be using Oracle software.)
- For their own hardware performance, Oracle states only that SPARC performance is increasing “with each release” — essentially uselessly comparing themselves with themselves.
- Did Oracle happen to mention the awesome IBM POWER8 Open Server innovation? Of course not. And I wouldn’t want to bet my business based on Oracle’s claim of a “public roadmap” — a roadmap so basic it’s like trying to party in the dark without a flashlight.
- As we know, hardware is behind everything that gets done in the world these days and “IBM will remain a leader in high-performance and high-end systems, storage and cognitive computing, and . . . continue to invest in R&D for advanced semiconductor technology.” See the IBM Annual Report for more.
- With the trends in Cloud, Analytics, Mobile, and Social (CAMS) applications, there will be huge growth in the future in these focus areas — for hardware, software, and services — with positive implications for all of IBM, including Power Systems.
- In terms of investment strategies, remember what the experts say: You must look not to the past but to the future. IBM continually shifts its portfolio of businesses, in line with its strategy to invest in higher-margin fields. Analysts have confirmed that IBM is making the right strategic moves, clearly investing in the future.
So get the party started . . . again.
The postings on this site solely reflect the personal views of the author and do not necessarily represent the views, positions, strategies or opinions of IBM or IBM management.