Larry Ellison made it clear in his closing keynote that he has Red Hat in his sights. What he didn't make clear is why.
Oracle did over $17 billion in revenue in 2007. Red Hat? $400 million (up from $278 million in 2006). Mr. Ellison alleges that Oracle "growing a lot faster than Red Hat" (presumably he means its Linux business, which isn't saying much given the lower base from which it's growing). But this, as I've noted before, is like declaring himself the sexiest nun in the convent. Red Hat's revenue, while significant, is peanuts compared to Oracle's. Why can't he rid himself of a fetish for hounding Red Hat? The operating system simply isn't that critical to Oracle's story.
I think because he recognizes something in Red Hat that drives him batty: he can't truly own it.… Read more