Where is Oracle’s Heart?

A good thing about Larry Ellison’s keynotes is that the rambling, free-form style gives you a good impression of Oracle’s focus – something that’s not in the slides or the press kit.

On Wednesday, Larry spent all of his allotted time (and more) speaking about his favorite new box, the Exalogic Elastic Cloud server. And of course on attacking Salesforce, who seems to have won the “Oracle Enemy of the Year 2010″ award. The Oracle Fusion Applications demo was tacked on at the end with Larry walking off stage, leaving his demo crew with a rapidly emptying Moscone Center.

It is clear that Larry’s heart is currently in the boxes – the big-iron, full-size racks performing amazing feats of computing. It will be interesting to see if he re-discovers a passion for Fusion Applications once this software ships (general availability date has now slipped to 1st quarter 2011). Without enthusiastic support from Larry, Fusion Applications is in danger of not getting the market penetration this next-generation product deserves.