ReadWriteEnterprise

Oracle CEO Larry Ellison has been in love with the idea of "all-in-one" and "out-of-the-box" since before the turn of the century. In Matthew Symonds' portrait of Ellison entitled Softwar, he noted how four years prior to the book's publication, Ellison had had an epiphany: the software and hardware industries should never have separated. "If Detroit ran like Silicon Valley," the CEO told the author, "no one would sell cars, just parts."

But Ellison was lacking two key ingredients, which he doesn't lack now. One was Sun Microsystems, whose high-end UltraSPARC processor-based systems are credited with contributing to the very positive growth for Oracle reported just yesterday. The other key ingredient was former HP CEO, now Oracle President, Mark Hurd. Today, they've all come together to produce what Ellison had always envisioned: the Oracle database box.

It's often said that business leaders make their companies in their own image. In that case, no two images ever stood in starker contrast with one another than the Hewlett-Packard of former CEO Mark Hurd, and the Hewlett-Packard of present CEO Léo Apotheker. Whether for better or worse, HP is becoming a different company than the one many enterprise clients signed their contracts with just a few years ago.

That fact has led one Forrester analyst to recommend this to his firm's clients: not that they dump HP, but that they make a careful re-assessment of their business relationship with the firm, taking into consideration whether a contingency plan for switching vendors might be in order.