Friday, May 8, 2009

Oracle holding onto SUN Storage

Looks like Oracle are going into the hardware business. In a communication put out by Oracle yesterday Mr. Ellison was quite explicit in his intention to hold onto the SUN storage business, disk and tape.

Last week (4/30) in a blog post I posed a few scenarios which added Ellison’s investment in Pillar Data into the mix and now that the commitment has apparently been made to hold onto the SUN Storage it remains to be seen what the trickle down effect will be on Pillar Data.

In an interview with Chris Mellor, Bob Maness, VP WW Marketing, at Pillar Data said that “Compared to SUN’s disk storage we have superior products. SUN storage is not competitive. So we can go to SUN resellers and offer Pillar so that their storage attach rate go up compared to current SUN storage.” Such a statement opens Maness up to an accusation of hubris or perhaps he is simply taking a page out of Donald Trumps playbook and promoting the outlook for Pillar Data with bravado and employing a little hyperbole.

Nothing however is likely to happen until the deal is done.


Anonymous said...

Bob Maness of Pillar can't spin reality out of Pillar's situation. Pillar's fate is out of its hands. Pillar has burned thru $400m+ of venture funding, is not profitable and is not close to being profitable, nearly 4 years after GA'ing its storage platforms. It does not have a compelling value proposition (or complete solution) for mid-market customers with either SAN or NAS products.