|By Jeremy Chone||
|May 19, 2009 12:14 PM EDT||
If you are lucky, and curious enough, Oracle can be the best place to learn the enterprise software market. I have worked at Oracle for about seven years and, in my entire career, it is where I have learned the most about enterprise software. When Oracle announced it was buying Sun, I was actually not that surprised, and I thought it was to be expected after the IBM escape. Oracle is in a self-fulfilling prophecy to consolidate the enterprise software market and, after IBM turned down what could have been a great match for open source and Java, Oracle had to jump in. Larry Ellison and Safra Catz are great market strategists, and Sun should have been on their radar for a long time. Larry has also been good friends with Scott McNealy, and this topic must have come up many times over the years.
Anyway, now that this merger is almost done, the big question everybody has is what will happen with Sun software and open-source assets such as Java, MySql, and OpenOffice. There is also the burning question about Oracle’s commitment regarding Linux. Before going one-by-one, it is important to understand few things about Oracle:
- Oracle does not like GPL. They have been forced to coexist for their Linux strategy against Microsoft, but, they are isolating it as much as possible.
- Oracle does not care about desktop computing. While Oracle has some desktop applications (e.g., JDeveloper and Beehive Clients), it tends to mostly focus application model research and development on Web frameworks such as JSF and Fusion Middleware. In other word, no AIR will be coming out of Oracle anytime soon.
- Oracle has a very talented Linux group, headed by Wim Coekaerts, which has made significant Linux (GPL) contributions. However, overall, Oracle is still far behind IBM in terms of Open Source investment. IBM is the organization that gets and does open source better than anyone else.
- Oracle masters, better than anybody else, the art of selling software to enterprises. It has the most aggressive enterprise sales force on the market, and they know all the tips and tricks to maximize any single software sell.
So, now the burning questions are what Oracle will do with Java, MySql, and OpenOffice, and will it stay committed to Linux?
1) Oracle on Java
Java is probably the biggest topic, at least for developers.
On the language side, I think it will be business as usual. Sun Java linguists will probably stay at Oracle, and Oracle will probably keep them, as they are the core of one of the biggest part of their acquisition. Many developers are already considering the Java language to be in maintenance mode after JCP‘s repeated failures to adopt Java popular requirements such as closures. Therefore, the change in ownership will probably have little effect on the already-not-popular Java language evolutions.
Oracle might have a bigger effect on the server side of Java. EJB3.0/ORM and Portal specs and implementations should get a boost and, hopefully, JSF will get a re-lifting. However, changes in velocity will be hampered by the fact that everything will still have to go through the same JCP process.
Now, the client side is going to be the entertaining one. I think that first, Oracle will get confused and overwhelmed by JavaFX (who has not?). Then, it will be interesting to see what the Oracle people will do about it. My guess is they will let it be for a while (out of confusion), and then quietly deprecate JavaFX as they realize it is the failed compiled client/server model all over again with some flying pixels, a cute, but weird, Java-like-but-not-Java language, with very low client penetration.
On the tool side, the NetBeans vs. JDeveloper fight is going also to be fun to watch. Oracle has been very emotionally tight with its JDeveloper to the point of prioritizing it over BEA Eclipse-based IDE (even after standardizing on WebLogic middleware). The good news is that both NetBeans and JDeveloper are Swing-based, so a happy marriage is not out of the question (except if JavaFx wants to cause trouble).
Personally, I am a little concerned about Tomcat. Tomcat has become a very robust and reliable Servlet container and, with frameworks like Spring and Hibernate, can become the backbone for highly scalable SaaS enterprise applications. The good part is that Tomcat is governed by Apache, which hopefully will maintain a good continuation of the project. But again, if Oracle decides to stop continuing Sun’s investment in Tomcat, the product will untimely surfer.
2) Oracle on MySQL
Let’s get to business. MySQL acquisition is very interesting. It is important to note that Oracle has always tried to understand what it could do with MySQL, without giving it too much attention. This initiative became concrete in 2005, when they bought the innoDB. MySQL’s CEO, Marten Mikos, has also been relatively friendly with Oracle over the years. I actually think he would have rather been bought by Oracle than by Sun. But although this was a topic of discussions, it has never happened, because, as Larry likes to put it:
“I prefer to spend $1 billion dollars and be right than $100 million and be wrong.”
Well, this is Larry’s business genius. He just spent $6 billion and he is probably right.
So, what Oracle will do with MySQL? The new MySql 5.4 has some features that could be considered quite competitive with the Oracle database. And now that MySql has the Oracle brand on it, Oracle will have to be even more careful about it.
My bet is that Oracle will keep the MySQL 5.4 Community going and slow down the development of 6.0 (in very subtle ways). Where Oracle might become aggressive is in regard to the MySQL Enterprise and Cluster editions. While an internal competition is always better than an external one, Oracle is going to want to control it. It has two options for doing this. The first is by price, basically aligning the MySQL Enterprise and Clusters editions to Oracle DB pricing (probably as an on-ramp). The second is by product, by slowing down MySQL Enterprise product innovation and investment. My guess is that it will be the first one, which might result in a reduction of resources on MySQL community editions as well.
One thing I think won’t happen (at least for the next 5 to 10 years) is a merger between MySQL and Oracle DB. First, it would be a mistake from a business standpoint, as MySQL gives a great new channel to Oracle and, second, Oracle does not want to risk contaminating its crown-jewels database source code with the viral MySQL GPL one.
3) Oracle on OpenOffice
This is probably the sad one. I am a big fan of OpenOffice, and I am not sure of its viability inside Oracle. As mentioned above, Oracle does not really care about desktop computing. While there might be some interesting fit with some Oracle products (e.g., Oracle Beehive), an investment in OpenOffice would require an equal (if not greater) investment in Microsoft Office integration, which Oracle has never done. I am not sure the OpenOffice asset acquisition will trigger a change of heart. I think that in a year or two a spinoff will be inevitable.
4) Linux (vs. OpenSolaris)
Last, but not least, Oracle and Linux. Will this acquisition tamper with Oracle’s commitment to Linux? As far as technical contributions, I do not think it will change much. I think the Oracle Linux group will stay committed and funded to continue the Linux initiatives.
However, on a macro level, we might see some change. I think the real question is, “Will Oracle continue [some of] Sun’s hardware business?” If, yes, then, Oracle will have to push OpenSolaris to the market and that might take some juice out of their Linux marketing initiative. Otherwise, if Larry’s last commitment to Solaris and Sun’s hardware was just a gimmick for Wall Street (or a last favor to Scott McNealy), then, in couple of years, Oracle might be back, full speed, on Linux by acquiring a Novell or Redhat, for example.
So, here is it, my quick take on Oracle acquisitions and some predictions for the future. I really have the greatest respect for the Oracle executive team, Larry, Safra, and many others. I think they are great market strategists, and they are continuously shaping the enterprise software market. Very fun to watch!
Now, the next question is: What will IBM do about it? Buy SAP?
Continuous processes around the development and deployment of applications are both impacted by -- and a benefit to -- the Internet of Things trend. To help better understand the relationship between DevOps and a plethora of new end-devices and data please welcome Gary Gruver, consultant, author and a former IT executive who has led many large-scale IT transformation projects, and John Jeremiah, Technology Evangelist at Hewlett Packard Enterprise (HPE), on Twitter at @j_jeremiah. The discussion is moderated by me, Dana Gardner, Principal Analyst at Interarbor Solutions.
Nov. 26, 2015 03:45 AM EST Reads: 688
Too often with compelling new technologies market participants become overly enamored with that attractiveness of the technology and neglect underlying business drivers. This tendency, what some call the “newest shiny object syndrome” is understandable given that virtually all of us are heavily engaged in technology. But it is also mistaken. Without concrete business cases driving its deployment, IoT, like many other technologies before it, will fade into obscurity.
Nov. 26, 2015 03:00 AM EST Reads: 301
With all the incredible momentum behind the Internet of Things (IoT) industry, it is easy to forget that not a single CEO wakes up and wonders if “my IoT is broken.” What they wonder is if they are making the right decisions to do all they can to increase revenue, decrease costs, and improve customer experience – effectively the same challenges they have always had in growing their business. The exciting thing about the IoT industry is now these decisions can be better, faster, and smarter. Now all corporate assets – people, objects, and spaces – can share information about themselves and thei...
Nov. 26, 2015 02:00 AM EST Reads: 184
The Internet of Things is clearly many things: data collection and analytics, wearables, Smart Grids and Smart Cities, the Industrial Internet, and more. Cool platforms like Arduino, Raspberry Pi, Intel's Galileo and Edison, and a diverse world of sensors are making the IoT a great toy box for developers in all these areas. In this Power Panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists discussed what things are the most important, which will have the most profound effect on the world, and what should we expect to see over the next couple of years.
Nov. 26, 2015 01:30 AM EST Reads: 431
PubNub has announced the release of BLOCKS, a set of customizable microservices that give developers a simple way to add code and deploy features for realtime apps.PubNub BLOCKS executes business logic directly on the data streaming through PubNub’s network without splitting it off to an intermediary server controlled by the customer. This revolutionary approach streamlines app development, reduces endpoint-to-endpoint latency, and allows apps to better leverage the enormous scalability of PubNub’s Data Stream Network.
Nov. 26, 2015 12:00 AM EST Reads: 280
Discussions of cloud computing have evolved in recent years from a focus on specific types of cloud, to a world of hybrid cloud, and to a world dominated by the APIs that make today's multi-cloud environments and hybrid clouds possible. In this Power Panel at 17th Cloud Expo, moderated by Conference Chair Roger Strukhoff, panelists addressed the importance of customers being able to use the specific technologies they need, through environments and ecosystems that expose their APIs to make true change and transformation possible.
Nov. 26, 2015 12:00 AM EST Reads: 483
Growth hacking is common for startups to make unheard-of progress in building their business. Career Hacks can help Geek Girls and those who support them (yes, that's you too, Dad!) to excel in this typically male-dominated world. Get ready to learn the facts: Is there a bias against women in the tech / developer communities? Why are women 50% of the workforce, but hold only 24% of the STEM or IT positions? Some beginnings of what to do about it! In her Day 2 Keynote at 17th Cloud Expo, Sandy Carter, IBM General Manager Cloud Ecosystem and Developers, and a Social Business Evangelist, wil...
Nov. 26, 2015 12:00 AM EST Reads: 521
Microservices are a very exciting architectural approach that many organizations are looking to as a way to accelerate innovation. Microservices promise to allow teams to move away from monolithic "ball of mud" systems, but the reality is that, in the vast majority of organizations, different projects and technologies will continue to be developed at different speeds. How to handle the dependencies between these disparate systems with different iteration cycles? Consider the "canoncial problem" in this scenario: microservice A (releases daily) depends on a couple of additions to backend B (re...
Nov. 25, 2015 10:00 PM EST Reads: 391
I recently attended and was a speaker at the 4th International Internet of @ThingsExpo at the Santa Clara Convention Center. I also had the opportunity to attend this event last year and I wrote a blog from that show talking about how the “Enterprise Impact of IoT” was a key theme of last year’s show. I was curious to see if the same theme would still resonate 365 days later and what, if any, changes I would see in the content presented.
Nov. 25, 2015 09:00 PM EST Reads: 366
Apps and devices shouldn't stop working when there's limited or no network connectivity. Learn how to bring data stored in a cloud database to the edge of the network (and back again) whenever an Internet connection is available. In his session at 17th Cloud Expo, Ben Perlmutter, a Sales Engineer with IBM Cloudant, demonstrated techniques for replicating cloud databases with devices in order to build offline-first mobile or Internet of Things (IoT) apps that can provide a better, faster user experience, both offline and online. The focus of this talk was on IBM Cloudant, Apache CouchDB, and ...
Nov. 25, 2015 08:30 PM EST Reads: 366
Container technology is shaping the future of DevOps and it’s also changing the way organizations think about application development. With the rise of mobile applications in the enterprise, businesses are abandoning year-long development cycles and embracing technologies that enable rapid development and continuous deployment of apps. In his session at DevOps Summit, Kurt Collins, Developer Evangelist at Built.io, examined how Docker has evolved into a highly effective tool for application delivery by allowing increasingly popular Mobile Backend-as-a-Service (mBaaS) platforms to quickly crea...
Nov. 25, 2015 05:00 PM EST Reads: 302
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo 2016 in New York and Silicon Valley. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 17th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The Internet of Things (IoT) is the most profound cha...
Nov. 25, 2015 02:45 PM EST Reads: 496
Internet of @ThingsExpo, taking place June 7-9, 2016 at Javits Center, New York City and Nov 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with the 18th International @CloudExpo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world and ThingsExpo New York Call for Papers is now open.
Nov. 25, 2015 02:30 PM EST Reads: 508
The cloud. Like a comic book superhero, there seems to be no problem it can’t fix or cost it can’t slash. Yet making the transition is not always easy and production environments are still largely on premise. Taking some practical and sensible steps to reduce risk can also help provide a basis for a successful cloud transition. A plethora of surveys from the likes of IDG and Gartner show that more than 70 percent of enterprises have deployed at least one or more cloud application or workload. Yet a closer inspection at the data reveals less than half of these cloud projects involve production...
Nov. 25, 2015 02:15 PM EST Reads: 424
Cloud computing delivers on-demand resources that provide businesses with flexibility and cost-savings. The challenge in moving workloads to the cloud has been the cost and complexity of ensuring the initial and ongoing security and regulatory (PCI, HIPAA, FFIEC) compliance across private and public clouds. Manual security compliance is slow, prone to human error, and represents over 50% of the cost of managing cloud applications. Determining how to automate cloud security compliance is critical to maintaining positive ROI. Raxak Protect is an automated security compliance SaaS platform and ma...
Nov. 25, 2015 02:00 PM EST Reads: 355
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu’s platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
Nov. 25, 2015 01:30 PM EST Reads: 468
There are over 120 breakout sessions in all, with Keynotes, General Sessions, and Power Panels adding to three days of incredibly rich presentations and content. Join @ThingsExpo conference chair Roger Strukhoff (@IoT2040), June 7-9, 2016 in New York City, for three days of intense 'Internet of Things' discussion and focus, including Big Data's indespensable role in IoT, Smart Grids and Industrial Internet of Things, Wearables and Consumer IoT, as well as (new) IoT's use in Vertical Markets.
Nov. 25, 2015 12:00 PM EST Reads: 521
Today air travel is a minefield of delays, hassles and customer disappointment. Airlines struggle to revitalize the experience. GE and M2Mi will demonstrate practical examples of how IoT solutions are helping airlines bring back personalization, reduce trip time and improve reliability. In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect with GE, and Dr. Sarah Cooper, M2Mi’s VP Business Development and Engineering, explored the IoT cloud-based platform technologies driving this change including privacy controls, data transparency and integration of real time context with p...
Nov. 25, 2015 12:00 PM EST Reads: 366
The Internet of Things (IoT) is growing rapidly by extending current technologies, products and networks. By 2020, Cisco estimates there will be 50 billion connected devices. Gartner has forecast revenues of over $300 billion, just to IoT suppliers. Now is the time to figure out how you’ll make money – not just create innovative products. With hundreds of new products and companies jumping into the IoT fray every month, there’s no shortage of innovation. Despite this, McKinsey/VisionMobile data shows "less than 10 percent of IoT developers are making enough to support a reasonably sized team....
Nov. 25, 2015 10:00 AM EST Reads: 430
We all know that data growth is exploding and storage budgets are shrinking. Instead of showing you charts on about how much data there is, in his General Session at 17th Cloud Expo, Scott Cleland, Senior Director of Product Marketing at HGST, showed how to capture all of your data in one place. After you have your data under control, you can then analyze it in one place, saving time and resources.
Nov. 25, 2015 09:45 AM EST Reads: 120