I think that McNealy’s been checked out for some time; it’s weird that they would defrost him for this, but I guess they had to.

The enterprise players think they’re competing with Amazon. The fact that they aren’t really in the eyes of the people who matter (customers) gives me the sense that Amazon has already succeeded in their disruptive attack against the incumbents.

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(Available until April 27, 2009 here: http://www.oracle.com/sun/index.html)

Larry basically said the main thing he cares about is Java, because their enterprise middleware app, Fusion, is their fastest growing unit, and it’s all Java.

He said nothing about mysql, and then emphasized that Solaris is the most popular thing to run Oracle on.

In other other words, he’s fully embellishing the value of old stuff (enterprise middleware!?!? Solaris?!?!), and downplaying potential of emerging stuff.

Not a blip about the pretty decent virtualization stuff Solaris has done, nothing about working together with Sun people to take on Amazon, and um, well nobody is really even trying to compete with Amazon on storage and OS-as-a-service. (Google has cloud offerings, but it’s more PAAS).

He mentioned hardware like this: Sun already outsources everything about their hardware to 3rd parties. I think this was his way of defending any future lack of love like, “nothing’s changed, hardware’s never gotten love.”

Of course, I don’t really think Larry thinks Sun interesting just because of Java and Solaris. The lack of mysql mention makes his whole statement not-credible, let alone anything else he didn’t mention.

I also recommend listening to the call if only to hear Scott McNealy’s deadpan, drone-like reading of whatatrulymomentousday it is.

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