July 14, 2010

Breakthrough: Exadata now has as many reference accounts as Aster Data!

According to Bob Evans of Information Week, there now are 15 disclosed Exadata reference accounts. Coincidentally, there are exactly 15 logos on Aster Data’s customer page. So on its own, that’s not a particularly impressive piece of information.

But other highlights of his column include:

Some of those accounts are rather big-name. However, I’m not at all sure whether they’re actual production references.
Andy Mendelsohn characterizes the sweet spot of Exadata’s market as “virtual private cloud.” That matches what Juan Loaiza told me six months ago.
Oracle claims numerous competitive wins for Exadata. Let me hasten to note that one vendor’s “competitive win” is another vendor’s “our salesman read the deal as an unfavorable one and chose not to compete,” or even sometimes “Huh? We never heard about that deal.” That said, what I’m hearing is that Exadata is indeed a much stronger competitor than it used to be.
Oracle claims a near $1 billion sales run rate for Exadata. No doubt, a large majority of those are hardware upgrades for existing Oracle database customers, often from non-Sun/Oracle hardware. Even so, some of those are surely deals that would have migrated away from Oracle in the pre-Exadata past.

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One Response to “Breakthrough: Exadata now has as many reference accounts as Aster Data!”

Steve Wooledge on July 14th, 2010 4:44 pm

Hi Curt – Interesting comparison! Just for the record, we have far more customers than 15. Website logos aren’t necessarily an indication of one’s full roster of customers. Now, if I could just get Oracle’s marketing budget … 🙂

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