Oracle Benefits from Microsoft’s Obsession with Google

October 28, 2008

Gulf News reported that Oracle is deriving a benefit from Microsoft’s obsession with Google. Scott Shuey wrote “Oracle Dominates Enterprise Software as Peers Step Aside” appeared on October 25, 2008, here. My interest in Oracle is narrow. The company offers Secure Enterprise Search 10g or SES10g, but it has been off my radar for more than a year. I look for information about SES10g in my crawlers, and I find little substantive information. I even visited OracleWorld and came away with a plastic bag but no new information about SES10g.

Mr. Shuey’s article caught my attention because it asserted:

[Oracle] the company “already has a higher market share here than any other area in the world.”

The “here” is the middle east. The source of the information is Charles Philippe, Oracle’s president for the middle east. For me, other interesting items from the article were:

  • Microsoft is obsessed with Google and by implication dropping their guard in the enterprise market. Microsoft also chases consumer markets.
  • IBM is shifting to become a services company.
  • Oracle is considering acquisitions in the middle east.

The one thing that Oracle’s Mr. Philippe did not address was enterprise search. My thought is that SES10g is a utility that will be tossed in with other, higher value Oracle sales. The assertion that Oracle is the dominant enterprise software vendor was a surprise to me. I quite like the point about Microsoft’s obsession. That phrase has a nice ring to it.

Stephen Arnold, October 27, 2007

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