Oracle
Historical notes on software titan Oracle (once called Relational Software, Inc.). Related subjects include:
- Database management systems
- One-time arch-rival Ingres
- (in DBMS2) Present-day Oracle in the database, middleware, and analytic technology markets
- (in The Monash Report) Operational and strategic issues for Oracle
Abstract datatypes and extensible RDBMS
In my recent Stonebraker-oriented post about database theory and practice over the decades, I wrote
I used to overrate the importance of abstract datatypes, in large part due to Mike’s influence. I got over it. He should too. They’re useful, to the point of being a checklist item, but not a game-changer. A big part of the problem is [that] different parts of a versatile DBMS would prefer to do different things with memory.
and then left an IOU for a survey of abstract datatypes/RDBMS extensibility. Let’s get to it.
Perhaps the most popular term was actually object/relational DBMS, but I’ve never understood the etymolygy on that one.
Although I call RDBMS extensibility a “checklist item”, the list of products that can check it off is actually pretty short.
- PostgreSQL has the granddaddy implementation.
- Its ideas were commercialized as Illustra, which was bought by Informix, which later was bought by IBM.
- Oracle has one of the major implementations.
- IBM has one of the major implementations.
- Sybase has struggled with implementing the technology.
- So did Microsoft SQL Server, which of course started with the Sybase code line.
Surely there are more, but at the moment I can’t really think of which they are.
| Categories: Database management systems, IBM, Informix, Ingres, Microsoft, Oracle, Sybase | 22 Comments |
Notes on the technology supporting packaged application software
This is part of a three-post series on enterprise application software over the decades, meant to serve as background to a DBMS2 post on issues in enterprise apps.
- The first lays out very general issues in understanding and subdividing this multi-faceted sector.
- The second calls out characteristics of specific application areas.
- The third (this one) discusses application software products’ underlying technology.
0. I’d like to discuss the technology underneath packaged application software. To create some hope of the discussion being coherent, let’s split apps into a few categories:
- Major/core suite, large enterprises — e.g. ERP (Enterprise Resource Planning).
- Major/core suite, smaller enterprises — e.g., the province of Progress and Intersystems VARs (Value-Added Resellers).
- Remarkably distributed applications. This is where a lot of the more unusual technology choices cluster.
- Other point solutions. Sometimes, a guy just needs a catch-all category. 🙂
1. The idea of bundling ERP (or its predecessor MRP) with an underlying DBMS has been around for a long time.
- Cullinet and Cincom tried it, but with pre-relational DBMS. Oops.
- Oracle has always had that strategy.
- A sizable minority of SAP’s customers ran
And for smaller enterprises, it has been the norm, not the exception.
| Categories: Application software, Cullinet, Database management systems, IBM, Informix, Microsoft, Oracle, Pre-relational era, SAP, Sybase | 6 Comments |
Enterprise application software — generalities
This is part of a three-post series on enterprise application software over the decades, meant to serve as background to a DBMS2 post on issues in enterprise apps.
- The first (this one) lays out very general issues in understanding and subdividing this multi-faceted sector.
- The second calls out characteristics of specific application areas.
- The third discusses application software products’ underlying technology.
1. There can actually be significant disagreement as to what is or isn’t an enterprise application. I tend to favor definitions that restrict the category to (usually) server software, which manages transactions, customer interactions, financial records and things like that. Some other definitions are even more expansive, including personal productivity software such as Microsoft Office, computer-aided engineering systems and the like.
2. Historically, application software has existed mainly to record and route information, commonly from people to machines and back. Indeed, one could say that applications are characterized by (up to) five (overlapping) aspects, which may be abbreviated as:
- Database design.
- Workflow/business process.
- User interface.
- Social/collaboration.
- Analytics.
The first four of those five items fit into my “record and route information” framework.
| Categories: Application software, Microsoft, Oracle, SAP | 6 Comments |
Larry Ellison memories
Larry Ellison had an official job change, and will be CTO and Executive Chairman of Oracle — with the major product groups reporting to him — instead of CEO. I first met Larry 31 years ago, and hung out with him quite a bit at times. So this feels like time for a retrospective.
For starters, let me say:
- I met Larry Ellison the same year I learned of him, which was 1983. We were in fairly active touch until the late 1990s. Then we drifted apart. That period corresponds roughly to the eras I characterized in my Oracle history overview as Hypergrowth, Plateau, and Professionalism.
- With Larry as with other “larger than life” industry figures I’ve met, what you get in private and what you see in public are pretty similar. I’ve had high-intensity dinner conversations with Larry (numerous times), Bill Gates (a few times) and Ross Perot (once) that are quite in line with their public demeanors.
- With Larry, facts can be mutable things. The first time I met him, I came away with the impression he had a PhD. The second time, it was only a masters degree. Ten years later, he’d almost graduated from the University of Chicago, but had failed or not take a French exam. And I gather his educational resume has retreated a little further since.
- Larry is hilarious, in a scathing way, and an excellent story-teller. Unfortunately, his humor rarely translates well to out-of-context print.
Some anecdotes: Read more
| Categories: Database management systems, Oracle | 6 Comments |
20th Century DBMS success and failure
As part of my series on the keys to and likelihood of success, I’d like to consider some historical examples in various categories of data management.
A number of independent mainframe-based pre-relational DBMS vendors “crossed the chasm”, but none achieved anything resembling market dominance; that was reserved for IBM. Success when they competed against each other seemed to depend mainly on product merits and the skills of individual sales people or regional sales managers.
IBM killed that business by introducing DB2, a good product with very good strategic marketing from a still-dominant vendor. By “very good strategic marketing” I mean that IBM both truly invented and successfully market-defined the relational DBMS concept, including such conceptual compromises as:
- Ted Codd’s 12 rules, not that anybody — even IBM — actually followed them all.
- SQL as the standard, rather than the probably superior QUEL.
In the minicomputer world, however, hardware vendors lacked such power, and independent DBMS vendors thrived. Indeed, Oracle and Ingres rode to success on the back of Digital Equipment Corporation (DEC) and other minicomputer vendors, including the payments they got to port their products to various platforms.* The big competitive battle was Oracle vs. Ingres, about which I can say for starters: Read more
| Categories: Database management systems, IBM, Informix, Ingres, Oracle, Sybase, Teradata | 9 Comments |
Software delivery and pricing — the first 55 years
The commercial computing, software and services industries have existed for half a century or so each. It might be interesting to review how their pricing and delivery models have evolved over time.
1960s and 1970s
Modern IT is commonly dated from the introduction of the IBM 360 mainframe in 1964-5. But even before then, there was a growing industry in what we’d now call outsourced services, specifically in payroll processing; major players included Automatic Data Processing (ADP), the company that gave us Senator Frank Lautenberg, and a variety of banks. This was (and to this day remains) a comprehensive service, priced by unit of work (e.g., number of payroll checks cut).
IBM mainframes, which quickly came to dominate the market, were in the 1960s and 70s commonly rented. IBM software that ran on them was hence typically priced on a rental/subscription basis as well. The independent packaged software companies, however, often preferred to get paid up front,* and hence sold perpetual licenses to their software. Annual maintenance fees for the licensed software started in the range of 10% of the perpetual license or even less, but migrated up to today’s 20-22% range.
| Categories: Analytics, Application software, ASK Computer Systems, Computer Associates, Computer services, Cullinet, EDS, IBM, MSA, Oracle | 10 Comments |
DBMS acquisitions
Recently I expressed doubts about Actian’s DBMS-conglomerate growth strategy. For context, perhaps I should review other DBMS vendors’ acquisition strategies in the past. Some — quite a few — worked out well; others — including many too minor to list — did not.
In the pre-relational days, it was common practice to buy products that hadn’t succeeded yet, and grow with them. Often these were programs written at enterprises, rather than third-party packages. Most of Cullinet’s product line, including its flagship DBMS IDMS, was came into the company that way. ADR, if memory serves, acquired the tiny vendor who created DATACOM/DB.
Then things slowed down. A Canadian insurance company oddly bought Computer Corporation of America, to utter non-success. (At least I got an investment banking finder’s fee on the deal.) Computer Associates, which did brilliantly in acquiring computer operations software, had a much rockier time with DBMS. It acquired Cullinet, Applied Data Research, and ASK/Ingres — among others — and didn’t have much growth or other joy with any of them.
Indeed, Ingres has been acquired three times, and hasn’t accomplished much for any of the acquirers (ASK, Computer Associates, Actian).
I used to think that Oracle’s acquisition of RDB provided key pieces of what became Oracle’s own extensibility technology. Andy Mendelsohn, however, disputed this vehemently — at least by his standards of vehemence — and his sources are better than mine. Rather, I now believe as I wrote in 2011:
… while Oracle’s track record with standalone DBMS acquisitions is admirable (DEC RDB, MySQL, etc.), Oracle’s track record of integrating DBMS acquisitions into the Oracle product itself is not so good. (Express? Essbase? The text product line? None of that has gone particularly well.)
Experiences were similar for some other relational DBMS pioneers. Read more
| Categories: Applied Data Research, ASK Computer Systems, Computer Associates, Cullinet, Database management systems, IBM, Informix, Ingres, Microsoft, Oracle, Sybase, Teradata | 2 Comments |
Oracle’s evolution — overview
The single company whose history people most often ask me about is Oracle. That makes sense — Oracle is a hugely important company, which I’ve known for almost all of its 30-year commercial life. And of course, this being the week of Oracle OpenWorld, Oracle is top-of-mind.
Let’s start with a breezy overview, setting the stage for more detailed posts to follow. As I see it, there have been four eras at Oracle, which between them reflect just about every tech company management theory I can think of.
Startup: This period comprised initial development, custom contract with the US military (CIA, I think, even though the demo database was always naval), and initial product release. This is the one phase of Oracle’s history I didn’t witness personally. But it seems to have been pretty much a story of “build a minimum viable product for a great vision, and hustle until somebody buys it.”
Hypergrowth: Roughly speaking, Oracle grew 100% per year on its way from $5 million in revenue to $1 billion. This period formed much of the basis for Geoffrey Moore’s famous “Crossing the Chasm” series of books. In line with Moore’s later observations, Oracle’s priorities in this period were: Read more
| Categories: Oracle | 7 Comments |
When professional services and software mix
I blogged a little last year about the rewards and challenges of combining professional services and software in a mature company’s business model. My main example was Oracle. But other examples from Oracle’s history might have been equally instructive. For example:
- Oracle started out doing what amounted to custom development for government (military/intelligence) clients.
- Even when Oracle said it had productized its software, the stuff didn’t work very well without services to get it running.
- Oracle and Ingres both got a huge fraction of their early revenue* from deals to port their software to various brands of hardware. That’s a lot like professional services.
- Oracle’s huge Tools Group grew out of professional services, if I have the story straight. Indeed, its first product was written by later long-time group chief Sohaib Abbasi when he was a consultant.
| Categories: Database management systems, Ingres, Oracle | 5 Comments |
Ray Lane and the integration of software and consulting at Oracle
Oracle pretty much doubled revenue every year until it got around the $1 billion level. Then things got tougher, industry-standard revenue recognition scandals not excepted. At one point there were only three buildings on the Oracle campus, with large portions of them eerily empty. But the ship righted itself, best exemplified by three transitions:
- Mature financial management arrived in the person of Jeff Henley.
- A serious commitment to product quality emerged, often credited to the late Bob Koii.
- Mike Fields* brought enterprise-class adult supervision to Oracle’s US field operations.
Political battles still raged at Oracle — Mike Fields vs. Craig Conway, Terry Garnett vs. Jerry Baker, and later on Mark Benioff vs. pretty much everybody. But the company was ready to move to next level. Read more
| Categories: Application software, Oracle, SAP | 10 Comments |