HP Versus Oracle Heating Up
By Chris on December 22, 2010
Recently it seems as if Oracle’s Larry Ellison is trying to turn the company’s rivalry with HP into a death match after scooping up its former CEO Mark Hurd and then earlier this month openly disparaging HP’s hardware capabilities.
Take a look at Ellison’s public statements mentioning HP over the course of 2010.
See an uptick anywhere? Once HP let Hurd go in August, Ellison ramped up attacks on the company’s decision making and now, product capabilities.
The strong push into the space shouldn’t be a surprise given Ellison’s past indications of competing in the server arena after its acquisition of Sun Microsystems.
But the hostility of the language used by Ellison and suddenness of his criticism of HP hardware this month suggests he’s opportunely kicking the company while he sees it as down:
Interestingly, a look at sentiment of statements about the two companies over the last 60 days suggests Ellison’s act of superiority is far from the general consensus. In fact, you’ll notice a pretty sizable uptick recently in negative sentiment on the company including a Gartner report (see the side panel) that Oracle’s hold on the server market is down from Sun’s share a year ago:
So what’s next? Early indications of Oracle’s potential to impact HP’s market share may become more clear based on the fortunes of Oracle’s soon to be released Sparc server products set for release in early 2011.
You can keep tabs on the battle as it develops through our “Titans of Tech” dashboard, which depicts momentum and sentiment of online news related to the two companies in real-time, or you can conduct similar analyses with the tools shown here.