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Will Mark Hurd Call The Shots At Oracle?
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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.
Oracle Agrees To Support Itanium
Oracle has committed to supporting the Intel Itanium processor on servers, ending what has been a long running feud with HP.
Oracle’s announcement is well timed because it was just a few weeks ago that a court ordered it to do just that. It did say however, that it will appeal the court’s judgment.
This should put an end to what has been a rather grubby row between Oracle and HP that centered around whether or not the two firms have an agreement about developing software for the IA-64 architecture.
The row, which was not helped by former HP CEO Mark Hurd’s abrupt firing from HP and hiring at Oracle, pulled in Intel and saw Oracle force HP into admitting that it had a secretive deal with Intel for development.
Upon hearing the court’s decision in August, Oracle couldn’t resist taking another dig at HP and its insistence that Oracle continue supporting a processor that as far as it was concerned could die.
“We know that Oracle did not give up its fundamental right to make platform engineering decisions in the 27 words HP cites from the settlement of an unrelated employment agreement. HP’s argument turns the concept of Silicon Valley ‘partnerships’ upside down,” said Oracle spokeswoman Deborah Hellinger then. “We plan to appeal the Court’s ruling while fully litigating our cross claims that HP misled both its partners and customers.”
It looks like Oracle has no choice however, and in a statement it said that it will abide by the decision of the court.
“Previously, Oracle announced that it would stop developing new versions of its software on Itanium microprocessors. For example, that meant version 12c of the Oracle database due out in early 2013 would not be available on Itanium,” it said.
HP Wants The Court To Bully Oracle
HP has asked California Superior Court Judge James Kleinberg to order Oracle to continue developing software for its Itanium servers.
HP and Oracle have been locked in a bitter legal dispute over Oracle’s decision to stop supporting Intel’s IA-64 architecture used in Itanium processors. Now HP has asked Judge Kleinberg to order Oracle to continue developing software for its Itanium servers until it stops selling them or the contract term expires.
Oracle claims its decision to stop developing for Intel’s IA-64 architecture was spurred on by Intel having made it clear that it intended to focus on its x86 Xeon processors. Intel has said that its Xeon processors are being edged into the market presently occupied by its Itanic chips.
HP disputed Oracle’s claims of Itanium reaching the end of its life and it emerged that HP had a contract with Intel to support the chip. However, and perhaps most damaging for HP, was a release of emails between Intel and HP that seemed to suggest that Intel had enough of Itanium and that HP was having to all but strong-arm Intel into continuing to produce Itanium processors.