Does Oracle run the world? I would have to say no but Raj (Larry Ellison is his idol) and the 40,000 Oracle customers that descended upon SF last week might beg to differ. What do James Carville and Mary Matalin have to do with enterprise software? Pretty much nothing, except for the fact that they delivered the opening keynote for Oracle OpenWorld. (And that’s the only and last politically-oriented thing you’ll hear from me as we run up to the election). For a surprisingly funny and extensive photo gallery of the eye-popping event, check out cdye1’s photostream on Flickr.

But UB40, Elvis Costello and Seal aside, Oracle OpenWorld did offer training, certifications, and always entertaining speeches by Ellison. Ben Worthen’s favorite – “Larry Ellison’s Brilliant Anti-Cloud Computing Rant” delivered to analysts on Thursday. From Ben’s slightly-edited excerpt:

“The interesting thing about cloud computing is that we’ve redefined cloud computing to include everything that we already do. I can’t think of anything that isn’t cloud computing with all of these announcements. The computer industry is the only industry that is more fashion-driven than women’s fashion. Maybe I’m an idiot, but I have no idea what anyone is talking about. What is it? It’s complete gibberish. It’s insane. When is this idiocy going to stop?

“We’ll make cloud computing announcements. I’m not going to fight this thing. But I don’t understand what we would do differently in the light of cloud computing other than change the wording of some of our ads. That’s my view.”

So did everyone catch that? Cloud computing is complete gibberish and idiocy, but apparently Oracle’s already been doing enough around it to advertise the fact. I will have my cake and eat it too!

We’ve been pumping out the posts from the shows we went to – let me tell you, live-blogging is hard when you’re trying to share apparently miniscule amounts of bandwidth with 14,000 other attendees – and we have even more to share as we step back, contemplate and describe how some of the announcements, info and especially roadmaps fit into our overall picture over here at ScienceLogic.

For example, we released the results of our annual industry IT survey last week. Twice a year – at FOSE (for Government IT) and at Interop NY (for enterprises) – we take advantage of the fact that we have a big beautiful booth at these shows and offer a fabulous ScienceLogic t-shirt in return for a couple of minutes time with attendees living the problems we try to solve. Instead of telling people what their problems and priorities are, we like to ask.
Interop NY Survey - Trends and Challenges
Detailed Reports on Trends and Comparison to Government IT

And I just had to share this one because it is so bizarre. Are VMware and Paul Maritz guilty of plagiarism? You have to check this out to get even part of the picture. Apparently this guy has posted his slides (we know they are from VMworld 2007 because it says so in the lower-right-hand corner…) which prove that the “virtual datacenter operating system” idea was his idea a year before it showed up on Maritz’s keynote this year. Hmmm. And then after posting all these slides and making all the connections between his presentation and Maritz’s, he says he’s just kidding about the plagiarism. Can anyone sort this out and let me know?

I’ll tell you who wasn’t kidding when I went by their booth at VMworld – a certain chargeback vendor and VMware “partner” who was quite shocked two months ago when they walked into a meeting with VMware about future roadmap. Apparently, the slides they saw (preview of VMware’s announcement re adding extended chargeback capability within vCenter management services) were mighty might similar to slides they had given in a presentation to VMware about their own roadmap. Coincidence? I’ll let you decide. And I’ll also say, their strategy to combat this – support for Hyper-V coming early in 2009.

When I walked up on stage and accepted the Inc 500 award, it hit me square in the face that this is a rare accomplishment, and even more difficult for a product company that started without the benefit of VC funding.

Dave with wife, Anne, at the awards ceremony
Over the 2 day period, I heard from some great speakers with entrepreneurial passion, many who never had accomplished making the list. It is so highly competitive and just plain hard to do.

I loved hearing some of the speeches during the conference and getting to know other entrepreneurs that attended the conference talk about how they created their niche and ultimately built a successful company from a good idea.

Because I enjoyed hearing some of what I like to call “golden nuggets of wisdom” so much, I thought in my conference wrap-up I would pass on a few to our blog readers:

Tom Peters – Author In Search of Excellence and The New World of WOW

“Only 7% of our great nation works for Fortune 500 companies. Small businesses and the entrepreneurs are the jet fuel that makes our country fly.”

“Brand is shorthand for a collection of experiences, memories of what it will be like the next time a customer deals with you. With the advent of blogs and consumer activism, Brand is impossible to fake; it is like the temperature in the room… it is there… it exists.”

Chester Elton – SVP Carrot Culture Group

“At the casino – they train the heck out of the Valet! Why do they spend 3 months on Valet training? Because he is the first and the last person to greet and interact with a visitor during their trip! Who is your company Valet?”

Paul Bennett – Chief Creative officer IDEO – speaking on — Creating a culture of optimism:

“You need to ditch B-B and B-C Need to become P-P Person to Person.”

“You don’t buy loyalty… you earn it… this is an interesting challenge, but small allows us to behave like human beings… Going off script and doing something human is a great place to start.”

“Stop obsessing about ROI and start obsessing about ROC! Return on Customer/Consumer is much more powerful than ROI!!!!”

“Happy people, unabashedly doing, happy things, makes for happy companies, which create happy businesses which enable happy cultures… IN WHICH THRIVE”

Marilyn Carlson Nelson – Chairman and CEO Carlson Companies – A family owned $40 Billion empire including TGI Fridays, Radisson Hotels…

“My leadership was tested terribly - after 9/11 the travel industry was particularly harmed. It was an extraordinary time for Carlson. “

“Put tactics around these strategic initiatives”

• Whomever you serve, serve with caring
• Whenever you dream – dream with your all
• Wherever you go, go as a leader
• And never, never give up
• Whatever you do – do it with integrity

“That builds trust, trust builds relationships and relationships build results.”

=============================================

Actually, I took about 40 pages of notes throughout the two days… So I can’t say that this will be my last summary post on the Inc 500/5000 conference, but I can say that the conference did leave a strong impression about how I can help shape the future of ScienceLogic in an even more positive way.

Even thought TIBCO’s BusinessEvents does not yet support Bayesian Classifiers, Artificial Neural Networks and other advanced decision support algorithms, it is just a matter of time before TIBCO will add these advanced features “out of the box”.  On the other hand, the extensible nature of TIBCO’s BE makes it possible to add probabalistic computing functionality, however this requires quite a lot of programming and integration work.

When I see a great release like this for TIBCO, it makes me a little nostalgic for “the good old days” travelling the world in the front of the aircraft for TIBCO.   TIBCO has a rich and diverse customer base.  This customer base includes financial services companies; however, TIBCO is much less dependent on financial services than other event processing companies.   So, with TIBCO you not only get great technology, but rock-solid stability in an unstable and uncertain business world.

As a side note, an S&P analyst recently downgraded TIBCO’s stock (TIBX), primarily due to chao in the financial services sector.    Because of TIBCO’s global reach and stability, plus forward vision, advanced technologies and many years of commericial success, the S&P downgrade will create a buying opportunity for TIBCO stock.

Traveling towards VMworld 2008

I, along with thousands of others, wended my way through a vast dimly lit cavern of a place helped along by the strangely surreal sight of ushers in black waving wispy red flags to guide us not to the empty seats in front of us, but to the ones 50 yards on. (Ah Vegas, my feet hurt already.) Perhaps the point was to live in the moment, soak in the pre-rock concert atmosphere complete with a hip and cool soundtrack ripped off from Apple commercials. (Do they all use the same ad firm?) A better way to build the anticipation for, yes, the kickoff keynote session at VMworld 2008. (photo credit: lodev)

To the sounds of Hey Ya (Shake it like a Polaroid picture), we shifted forward in our uncomfortable temporary seating placed, as at all tech conferences, too close for all but the skinny girls. The moment was here – one of those videos started playing on the dozen or so huge monitors floating above the convention crowd. You know this video; you’ve probably seen it before from HP or someone like that. One of those videos with instrumental Coldplay music in the background with time lapse/speeded-up video of people in motion and floating captions dropping into the images that leave you with a slight smile on your face as you “get” the relationship between image and text. (Do they all use the same ad firm?)

And here he is, announced like a Vegas headliner, Paul Maritz, the new CEO of VMware. Hmm. After all that hype, I rather expected someone in a black turtleneck and jeans to come out. Instead here’s this guy with pleat-front pants and an admittedly cool accent (New Zealand?) who looks a little like Al from Home Improvement. Not that there’s anything wrong with that – everyone likes Al.

And then the real fun begins.

• 30 years ago, Paul Maritz started off his business career as a developer
• 10 years ago, VMware was founded by Diane Greene and Mendel Rosenblum (BTW, 10 seconds spent showing a slide with cartoon-ized images of the founders, “thanks for what you did for the company for the past 10 years”. 10 seconds after 10 years…but maybe more would have been hypocritical…)
• a retrospective of centralized vs. decentralized computing initiatives from the 1960’s to today
• of course VMware milestones from 1998 to today
• and then an analyst-ready diagram showing the product roadmap (to be delivered in 2009) with, you guessed it, finally a connection between VMware and cloud computing (remember Maritz’s cloud-computing company was bought by EMC just a couple of years ago and that’s the section he headed up at EMC before being brought into VMware).

Forward Looking

2008 (and probably much of 2009) will be a very busy year for VMware. If you believe the roadmap, VMware seems to be taking on the management of everything – from chargeback and capacity planning to virtual storage and virtual networking (more to come on just what the planned vStorage and vNetwork will deliver) – but all of it VMware-centric. As we said in an earlier post, they’ve moved away from “defending” the hypervisor business proposition to focusing on management services on top of their own hypervisor platform. Revenue pressures must be excruciating – who wants to be a public company these days?

The best part of that new “Virtual Data Center Operating System” diagram/roadmap was the addition (and I mean addition) of something called Cloud vServices. (Did anyone else find it odd that Cloud vServices is kind of on its own in the Infrastructure vServices area? AND, I’ll have to get the other version of the diagram/roadmap I actually saw at the show because that one shows an inexplicable 4^th box in the Application vServices area titled “…”. Really. Maybe to balance out the addition of Cloud vServices?)

What was clear is that the move from VirtualCenter to vCenter –and the new vServices for rolled-up management of virtualization components/capability to span multiple VirtualCenters (or future vCenters) for reporting, monitoring and management at scale – has been in the works for a bit (but in tech time, that could mean 6 months), but the cloud stuff…not so much.

Beyond the very high-level speak appropriate to a keynote (100+ service provider partners for off-premise cloud…suspended VM’s that you don’t have to pay for until you need it), the details are uber-fuzzy. There was a session that Dave went to which was supposed to shed more light, but when questions were asked about how it really works, the answers seemed to be TBD. Does anyone know more? If VMware really has figured out practical cloud computing for enterprises, kudos to them. But I fear they’re like everyone else (except maybe AT&T) and are still working out the details.