Oracle’s $4.7 billion acquisition of Sun Microsystems gave it solid server and storage lines, along with important operating system and virtualization technology.
Oracle, however, is unique among converged infrastructure vendors because of its industry-leading line of middleware.
The company is tying its traditional software prowess with its new hardware business into a single integrated offering.
It’s a risky strategy with a huge potential payoff. If customers like the complete Oacle hardware-software stack, that will lock out other converged infrastructure providers. But if they find a suitable alternative to Oracle’s software, the vendor could find itself locked out of the data center.