Marc Andreessen to Larry Ellison: You’re my idol. And Oracle’s day are numbered

Hewlett-Packard’s perhaps most respected board member, Marc Andreessen, wasted no time trashing its Silicon Valley antagonist, Oracle, at a conference Wednesday.

“The clock is really ticking,” he said about oldline software companies, singling out Oracle as “the most vivid case.”

Andreessen’s venture capital firm, Andreessen Horowitz, invests in upstart software companies such as cloud-storage service Box, which hosted the conference that Andreessen spoke at on Wednesday.

He also got in a dig at Oracle chief executive Larry Ellison. “Larry is one of my idols,” Andreessen said. “I wouldn’t quite say my role model,” he quickly followed up as the audience laughed.

HP and Oracle have feuded in court over Oracle’s hiring of ousted HP chief executive Mark Hurd. And the two companies are currently in litigation over Oracle’s announcement that its software would no longer support the Itanium chips co-developed by HP and Intel.

Where’s Leo? At HQ, want a picture?

US-ORACLE-SAP-LAWSUITAfter weeks of sometimes comical coverage on the whereabouts of new HP CEO Leo Apotheker — a farce that had come to be know as “Where’s Leo?” — the company was likely happy that the subject was almost ignored in the aftermath of its earnings report on Monday. Almost.

Apotheker’s precise location became an issue when Oracle made it known that it was trying to subpoena HP’s head man as part of its high-profile lawsuit against SAP, where Apotheker was previously CEO. Oracle, waging a skillful PR war against its newest foe, claimed Apotheker was ducking the subpoena, which would have put him on the stand in federal court in Oakland, California. Oracle even hired private investigators to track him down.

HP, for its part, refused to divulge his location, and accused Oracle of harassing Apotheker. SAP called the hunt for him a “sideshow.”

With all eyes on Hurd, plenty of praise for new employer

USA/It may have been the most anticipated tech earnings conference call of the year.

It’s a good bet many many folks in Silicon Valley, and tech investors in general, were dialed in to Oracle’s presentation on Thursday, eager to hear the first public utterances of new president Mark Hurd, the recently exiled CEO of technology giant Hewlett-Packard.

And it may have been a bit painful for Hurd’s former colleagues at HP to hear him quickly lavish praise on his new employer:

“I don’t believe there is any other company in the industry better positioned than Oracle,” Hurd said in one of his first public statements as president of the world’s No. 3 software maker.

from DealZone:

Playing in Larry’s sandbox

Having spent more than $42 billion to buy about 60 companies, Larry Ellison’s Oracle has set something of a daunting standard for merger activity in the business software industry. So while SAP’s plan to buy smaller business software maker Sybase for $5.8 billion may not roil markets, it could certainly shake up things in an already  busy infotech sector.

With Sybase, SAP gets a boost in mobile technology, but will also end up with a big database business that provides steady revenues but little else on which SAP can grow its business.

The database chunk is by far the bigger earner for Sybase, with the mobile aps business accounting for only a little over a quarter of annual revenue, so it could make an attractive business for SAP to hive off. Breakingviews columnist Robert Cyran points out that keeping a hand in the database world could also prove awkward for SAP as it exacerbates competitive friction with its allies, Microsoft and IBM.

What on earth is ‘cloud computing’?

Silicon Valley billionaire Larry Ellison shed a little sunshine on “cloud computing” on Thursday at a financial analyst meeting held by Oracle Corp, the software company that he founded and runs (when he’s not making into the headlines for his more nautical pursuits).

We’ve redefined ‘cloud computing’ to include everything we currently do. So it has already achieved dominance in the industry. I can’t think of anything that isn’t cloud computing.

The computer industry is the only industry that is more fashion-driven than women’s fashion. Cloud Computing. I remember I was reading W and I read that orange is the new pink. And cloud is the new SaaS. (Software as a Service) Or cloud is the new virtualization. It is the most nonsensical. I mean I read these articles … I have no idea what anybody is talking about. I mean it is really just complete gibberish.