IBM is putting out a couple of press releases today that are obviously directed competitively at Oracle/Sun, and more specifically at Oracle’s Exadata-centric strategy. I haven’t been briefed, so I just have those to go on.
On the whole, the releases look pretty lame. Highlights seem to include:
- Maybe a claim of enhanced data compression.
- Otherwise, no obvious new technology except product packaging and bundling.
- Aggressive plans to throw capital at the Sun channel to convert it to selling IBM gear. (A figure of $1/2 billion is mentioned, for financing.
Disappointingly, IBM shows a lot of confusion between:
- Text data
- Machine-generated data such as that from sensors
While both highly important, those are very different things. IBM has not in the past shown much impressive technology in either of those two areas, and based on these releases, I presume that trend is continuing.
I see from press coverage that at least one new IBM model has some Fusion I/O solid-state memory boards in it. Makes sense.
A Twitter hashtag has a number of observations from the event. Not much substance I could detect except various kind of Oracle bashing.