|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?
WebRTC services have already permeated corporate communications in the form of videoconferencing solutions. However, WebRTC has the potential of going beyond and catalyzing a new class of services providing more than calls with capabilities such as mass-scale real-time media broadcasting, enriched and augmented video, person-to-machine and machine-to-machine communications. In his session at @ThingsExpo, Luis Lopez, CEO of Kurento, will introduce the technologies required for implementing these ideas and some early experiments performed in the Kurento open source software community in areas ...
Sep. 2, 2015 02:15 PM EDT
Consumer IoT applications provide data about the user that just doesn’t exist in traditional PC or mobile web applications. This rich data, or “context,” enables the highly personalized consumer experiences that characterize many consumer IoT apps. This same data is also providing brands with unprecedented insight into how their connected products are being used, while, at the same time, powering highly targeted engagement and marketing opportunities. In his session at @ThingsExpo, Nathan Treloar, President and COO of Bebaio, will explore examples of brands transforming their businesses by t...
Sep. 2, 2015 02:00 PM EDT Reads: 265
17th Cloud Expo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy. Meanwhile, 94% of enterprises are using some form of XaaS – software, platform, and infrastructure as a service.
Sep. 2, 2015 02:00 PM EDT Reads: 1,570
The 3rd International WebRTC Summit, to be held Nov. 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA, announces that its Call for Papers is now open. Topics include all aspects of improving IT delivery by eliminating waste through automated business models leveraging cloud technologies. WebRTC Summit is co-located with 15th International Cloud Expo, 6th International Big Data Expo, 3rd International DevOps Summit and 2nd Internet of @ThingsExpo. WebRTC (Web-based Real-Time Communication) is an open source project supported by Google, Mozilla and Opera that aims to enable bro...
Sep. 2, 2015 01:45 PM EDT Reads: 1,552
The 17th International Cloud Expo has announced that its Call for Papers is open. 17th International Cloud Expo, to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, APM, APIs, Microservices, Security, Big Data, Internet of Things, DevOps and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal today!
Sep. 2, 2015 01:30 PM EDT Reads: 1,634
SYS-CON Events announced today that the "Second Containers & Microservices Expo" will take place November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Containers and microservices have become topics of intense interest throughout the cloud developer and enterprise IT communities.
Sep. 2, 2015 01:30 PM EDT Reads: 623
SYS-CON Events announced today that HPM Networks will exhibit at the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. For 20 years, HPM Networks has been integrating technology solutions that solve complex business challenges. HPM Networks has designed solutions for both SMB and enterprise customers throughout the San Francisco Bay Area.
Sep. 2, 2015 01:30 PM EDT Reads: 937
While many app developers are comfortable building apps for the smartphone, there is a whole new world out there. In his session at @ThingsExpo, Narayan Sainaney, Co-founder and CTO of Mojio, will discuss how the business case for connected car apps is growing and, with open platform companies having already done the heavy lifting, there really is no barrier to entry.
Sep. 2, 2015 12:45 PM EDT Reads: 194
In his session at @ThingsExpo, Lee Williams, a producer of the first smartphones and tablets, will talk about how he is now applying his experience in mobile technology to the design and development of the next generation of Environmental and Sustainability Services at ETwater. He will explain how M2M controllers work through wirelessly connected remote controls; and specifically delve into a retrofit option that reverse-engineers control codes of existing conventional controller systems so they don't have to be replaced and are instantly converted to become smart, connected devices.
Sep. 2, 2015 12:45 PM EDT Reads: 204
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.
Sep. 2, 2015 12:15 PM EDT Reads: 415
Akana has announced the availability of the new Akana Healthcare Solution. The API-driven solution helps healthcare organizations accelerate their transition to being secure, digitally interoperable businesses. It leverages the Health Level Seven International Fast Healthcare Interoperability Resources (HL7 FHIR) standard to enable broader business use of medical data. Akana developed the Healthcare Solution in response to healthcare businesses that want to increase electronic, multi-device access to health records while reducing operating costs and complying with government regulations.
Sep. 2, 2015 12:00 PM EDT Reads: 274
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo in 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 change in personal an...
Sep. 2, 2015 11:30 AM EDT Reads: 1,996
SYS-CON Events announced today the Containers & Microservices Bootcamp, being held November 3-4, 2015, in conjunction with 17th Cloud Expo, @ThingsExpo, and @DevOpsSummit at the Santa Clara Convention Center in Santa Clara, CA. This is your chance to get started with the latest technology in the industry. Combined with real-world scenarios and use cases, the Containers and Microservices Bootcamp, led by Janakiram MSV, a Microsoft Regional Director, will include presentations as well as hands-on demos and comprehensive walkthroughs.
Sep. 2, 2015 11:30 AM EDT Reads: 384
With the proliferation of connected devices underpinning new Internet of Things systems, Brandon Schulz, Director of Luxoft IoT – Retail, will be looking at the transformation of the retail customer experience in brick and mortar stores in his session at @ThingsExpo. Questions he will address include: Will beacons drop to the wayside like QR codes, or be a proximity-based profit driver? How will the customer experience change in stores of all types when everything can be instrumented and analyzed? As an area of investment, how might a retail company move towards an innovation methodolo...
Sep. 2, 2015 11:15 AM EDT Reads: 497
As more intelligent IoT applications shift into gear, they’re merging into the ever-increasing traffic flow of the Internet. It won’t be long before we experience bottlenecks, as IoT traffic peaks during rush hours. Organizations that are unprepared will find themselves by the side of the road unable to cross back into the fast lane. As billions of new devices begin to communicate and exchange data – will your infrastructure be scalable enough to handle this new interconnected world?
Sep. 2, 2015 11:15 AM EDT Reads: 187
The Internet of Things is in the early stages of mainstream deployment but it promises to unlock value and rapidly transform how organizations manage, operationalize, and monetize their assets. IoT is a complex structure of hardware, sensors, applications, analytics and devices that need to be able to communicate geographically and across all functions. Once the data is collected from numerous endpoints, the challenge then becomes converting it into actionable insight.
Sep. 2, 2015 09:00 AM EDT
Contrary to mainstream media attention, the multiple possibilities of how consumer IoT will transform our everyday lives aren’t the only angle of this headline-gaining trend. There’s a huge opportunity for “industrial IoT” and “Smart Cities” to impact the world in the same capacity – especially during critical situations. For example, a community water dam that needs to release water can leverage embedded critical communications logic to alert the appropriate individuals, on the right device, as soon as they are needed to take action.
Sep. 2, 2015 08:45 AM EDT
As more and more data is generated from a variety of connected devices, the need to get insights from this data and predict future behavior and trends is increasingly essential for businesses. Real-time stream processing is needed in a variety of different industries such as Manufacturing, Oil and Gas, Automobile, Finance, Online Retail, Smart Grids, and Healthcare. Azure Stream Analytics is a fully managed distributed stream computation service that provides low latency, scalable processing of streaming data in the cloud with an enterprise grade SLA. It features built-in integration with Azur...
Sep. 2, 2015 08:30 AM EDT Reads: 312
SYS-CON Events announced today that Pythian, a global IT services company specializing in helping companies leverage disruptive technologies to optimize revenue-generating systems, has been named “Bronze Sponsor” of SYS-CON's 17th Cloud Expo, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Founded in 1997, Pythian is a global IT services company that helps companies compete by adopting disruptive technologies such as cloud, Big Data, advanced analytics, and DevOps to advance innovation and increase agility. Specializing in designing, imple...
Sep. 2, 2015 06:45 AM EDT Reads: 347
WebRTC has had a real tough three or four years, and so have those working with it. Only a few short years ago, the development world were excited about WebRTC and proclaiming how awesome it was. You might have played with the technology a couple of years ago, only to find the extra infrastructure requirements were painful to implement and poorly documented. This probably left a bitter taste in your mouth, especially when things went wrong.
Sep. 2, 2015 04:00 AM EDT Reads: 486