"Whatever senior management is doing to the contrary, cooperation in the trenches is quite sincere," said analyst Curt Monash of Monash Research. "These large companies assign individuals to cooperate and it really is their job."
SAP could eventually develop a true Exadata rival, but only "in the very long term," he said. "Pre-Sybase, SAP was not a substantial DBMS vendor."
Monash echoed Ellison's remarks. "Someday, either RAM or solid-state based DBMS will replace disk-based ones, but that doesn't mean SAP's technology is going to be a big deal anytime soon," he said.
In other news, SAP is now supporting Oracle Database 11g R2, for applications that use SAP kernel 6.40, 7.x and beyond. The companies' practice has been to delay certifying Oracle's database releases until the second iteration, a process that minimizes upgrade chores for customers.
"SAP has a very careful and dramatic DBMS certification process," Monash said. It's also well-known that the second version of a Oracle database release will be more polished, he added.