Will Mark Hurd Call The Shots At Oracle?

Analysts have started to wonder which of the two heads that Larry Ellison left in charge of Oracle will be calling the shots — Safra Catz or Mark Hurd.

Wall Street thinks that dealmaker and finance guru Safra Catz will be in charge even though she, and not Hurd who would be the real boss. Of course Ellison will remain around for a while, so it is a little moot, neither Catz or Hurd got to the top by crossing Ellison. But Ellison could actually go, particularly if his mysterious exit was because he was sick and this has made some analysts wonder who will be in charge.

Of 12 analysts who replied to an anonymous poll, five said Catz would likely run Oracle, while only one voted for Hurd, 57. Four said both would continue to run the company, one said neither, and one plumped for dark-horse internal candidate Thomas Kurian.

Catz has more status because the 52-year old former Wall Street banker orchestrated Oracle’s multibillion dollar acquisitions and has been Ellison’s de facto deputy for the last few years. Hurd, who only joined Oracle in 2010 after leaving HP under the cloud of a business ethics breach, has a larger public presence but is still seen as a newcomer.

Only one analyst said Hurd was the more likely to lead the company, chiefly because he is the one with experience of being the CEO of a large technology company. In fact some of the Oracle board does not trust him because of the experience that HP had with him.

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Africa To Lead Global Bandwidth Demand

Africa’s demand for Internet access to the rest of the world will grow by an average of 51 percent every year until 2019, ahead of all other regions, according to a forecast by research company Telegeography.

Rapid economic growth and wider Internet use will drive the increase in demand, which will be met mostly by turning on unused capacity in existing cables, according to Telegeography analyst Erik Kreifeldt. Terrestrial links are in demand partly because much of Africa still relies on satellite, which is far more expensive per bit than wired broadband, he said.

Most Internet bandwidth between continents is provided by undersea cables built and financed by groups of service providers. From Africa, most of those links go to Europe. Other carriers pay to tap into those cables and link their customers to the Internet. In some parts of Africa, running cables from coastal areas to the interior is a challenge so satellite remains the major Internet source, Kreifeldt said.

The capacity of international cables landing on African shores is just a fraction of the bandwidth available between Europe, the U.S. and Asia. After seven years of the growth that Telegeography forecasts, from 2012 through 2019, Africa will have 17.2Tbps (bits per second) of links to the outside world. That’s up from just 957Gbps in 2012 but will still be only about one-quarter of the international capacity of Latin America and less than that of Canada, according to Telegeography.

The hunger for the Internet varies among African countries. Through 2019, bandwidth demand is expected to grow fastest in Angola, at 71 percent per year; Tanzania, at 68 percent; and Gabon, at 67 percent.

Many new cables have been built to Africa and around the continent in the past several years, giving service providers excess fiber capacity that can be turned on when needed, Kreifeldt said. As that fiber gets lit up and supply rises, prices should fall for enterprises and other users in African countries, he said. However, due to relative scarcity, a given amount of bandwidth between Africa and Europe costs about 10 times as much as the same size connection between Europe and North America, he said. Africa’s bandwidth gains aren’t expected to shrink that gap.

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Intel Developing Thunderbolt Technology

A new interconnect technology being developed by Intel could be ready for market by 2015 and will be able to move data between computers at up to five times the speed of its recently launched Thunderbolt technology, an Intel researcher said earlier this week.

The new technology uses silicon photonics, which combines silicon components with optical networking, to transfer data at up to 50 gigabits per second over distances of up to 100 meters, said Jeff Demain, strategy director of circuits and system research at Intel Labs, at a company event in New York.

Intel expects the technology to be ready for use in PCs, tablets, smartphones, televisions and other products by 2015, Demain said. As well as being faster than today’s interconnect technologies, it’s expected to lower costs because the components will be built using existing silicon manufacturing processes.

The technology could possibly be used in TVs and set-top boxes to carry video streams at much higher definition than those available today. Image resolution is likely to quadruple by the middle of the decade, when successors to 1080p have arrived, and that will mean more data has to be pushed to the TV.

It should also enable faster data transfers between smartphones, tablets, PCs and peripherals such as external storage drives.

The technology still has a way to go, but Intel showed its progress at the event in New York Wednesday. It showed what it said were working prototypes of the silicon chips used to transmit and receive the laser signals.

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