In a SEC filing yesterday, as well as during a talk with Reuters, Oracle CEO Larry Ellison explained he wants Oracle to become like Cisco and Apple. "We're definitely not going to exit the hardware business," Ellison said, "[Apple and Cisco] enjoy very high-margins because they do a good job of designing their hardware and software to work together."
He also said that Oracle will stick to the SPARC architecture, which can only be seen as a win for us enthusiasts. "Once we own Sun we're going to increase the investment in SPARC. We think designing our own chips is very, very important," Ellison said, "Right now, SPARC chips do some things better than Intel chips and vice-versa. For example, SPARC is much more energy efficient than Intel while delivering the same performance on a per socket basis. SPARC machines are much less expensive to run than Intel machines."
He further explained:
Even though these are just words, they should reassure SPARC enthusiasts and customers. Only time will tell, however, how much these words are worth.