On The Call: Oracle CEO Larry Ellison

Oracle CEO Larry Ellison has long had a penchant for skewering his rivals every chance he gets. He did it again during a conference call to discuss Oracle Corp.‘s earnings for its fiscal third quarter.

Ellison belittled two smaller rivals, Salesforce.com Inc. and Workday, that have been wooing customers by selling subscriptions to software services that are accessed over high-speed Internet connections — a concept known as “cloud computing.”

But Ellison saved his most biting criticism for Oracle’s longtime rival, SAP AG of Germany. He pounced on an opportunity to mock SAP and its chairman, Hasso Plattner, in response to an analyst’s question Tuesday about SAP’s attempt to compete in database software — the backbone of Oracle’s business. SAP calls its database product, “Hana.”

QUESTION: There’s definitely still some investor question about things like Hana replacing the transactional database. Do you think any of these perceived threats are actually hurting your business?

ANSWER: When SAP and specifically, Hasso Plattner, said they’re going to build this in-memory database system and compete with Oracle, I said, “God, get me the name of their pharmacist. They must be on drugs.”

And that was interpreted by Hasso as saying Larry Ellison doesn’t believe in in-memory databases. Quite the contrary. We’ve been working on in-memory database for the last 10 years…. The reason I wanted to get the name of his pharmacist was not because I don’t believe in in-memory databases. I don’t believe SAP is equipped to compete with us in a database business when we’ve been working on it for 10 years.

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