|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?
"delaPlex is a software development company. We do team-based outsourcing development," explained Mark Rivers, COO and Co-founder of delaPlex Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jun. 28, 2016 07:30 PM EDT Reads: 395
IoT is rapidly changing the way enterprises are using data to improve business decision-making. In order to derive business value, organizations must unlock insights from the data gathered and then act on these. In their session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, and Peter Shashkin, Head of Development Department at EastBanc Technologies, discussed how one organization leveraged IoT, cloud technology and data analysis to improve customer experiences and effi...
Jun. 28, 2016 07:15 PM EDT Reads: 328
The IoT is changing the way enterprises conduct business. In his session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, discussed how businesses can gain an edge over competitors by empowering consumers to take control through IoT. He cited examples such as a Washington, D.C.-based sports club that leveraged IoT and the cloud to develop a comprehensive booking system. He also highlighted how IoT can revitalize and restore outdated business models, making them profitable ...
Jun. 28, 2016 06:30 PM EDT Reads: 345
There are several IoTs: the Industrial Internet, Consumer Wearables, Wearables and Healthcare, Supply Chains, and the movement toward Smart Grids, Cities, Regions, and Nations. There are competing communications standards every step of the way, a bewildering array of sensors and devices, and an entire world of competing data analytics platforms. To some this appears to be chaos. In this power panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, Bradley Holt, Developer Advocate a...
Jun. 28, 2016 04:30 PM EDT Reads: 902
A strange thing is happening along the way to the Internet of Things, namely far too many devices to work with and manage. It has become clear that we'll need much higher efficiency user experiences that can allow us to more easily and scalably work with the thousands of devices that will soon be in each of our lives. Enter the conversational interface revolution, combining bots we can literally talk with, gesture to, and even direct with our thoughts, with embedded artificial intelligence, wh...
Jun. 28, 2016 02:00 PM EDT Reads: 1,146
Machine Learning helps make complex systems more efficient. By applying advanced Machine Learning techniques such as Cognitive Fingerprinting, wind project operators can utilize these tools to learn from collected data, detect regular patterns, and optimize their own operations. In his session at 18th Cloud Expo, Stuart Gillen, Director of Business Development at SparkCognition, discussed how research has demonstrated the value of Machine Learning in delivering next generation analytics to imp...
Jun. 28, 2016 01:00 PM EDT Reads: 833
The cloud market growth today is largely in public clouds. While there is a lot of spend in IT departments in virtualization, these aren’t yet translating into a true “cloud” experience within the enterprise. What is stopping the growth of the “private cloud” market? In his general session at 18th Cloud Expo, Nara Rajagopalan, CEO of Accelerite, explored the challenges in deploying, managing, and getting adoption for a private cloud within an enterprise. What are the key differences between wh...
Jun. 28, 2016 12:45 PM EDT Reads: 966
Connected devices and the industrial internet are growing exponentially every year with Cisco expecting 50 billion devices to be in operation by 2020. In this period of growth, location-based insights are becoming invaluable to many businesses as they adopt new connected technologies. Knowing when and where these devices connect from is critical for a number of scenarios in supply chain management, disaster management, emergency response, M2M, location marketing and more. In his session at @Th...
Jun. 28, 2016 12:00 PM EDT Reads: 1,173
Basho Technologies has announced the latest release of Basho Riak TS, version 1.3. Riak TS is an enterprise-grade NoSQL database optimized for Internet of Things (IoT). The open source version enables developers to download the software for free and use it in production as well as make contributions to the code and develop applications around Riak TS. Enhancements to Riak TS make it quick, easy and cost-effective to spin up an instance to test new ideas and build IoT applications. In addition to...
Jun. 28, 2016 10:30 AM EDT Reads: 529
When people aren’t talking about VMs and containers, they’re talking about serverless architecture. Serverless is about no maintenance. It means you are not worried about low-level infrastructural and operational details. An event-driven serverless platform is a great use case for IoT. In his session at @ThingsExpo, Animesh Singh, an STSM and Lead for IBM Cloud Platform and Infrastructure, will detail how to build a distributed serverless, polyglot, microservices framework using open source tec...
Jun. 28, 2016 10:00 AM EDT Reads: 468
Apixio Inc. has raised $19.3 million in Series D venture capital funding led by SSM Partners with participation from First Analysis, Bain Capital Ventures and Apixio’s largest angel investor. Apixio will dedicate the proceeds toward advancing and scaling products powered by its cognitive computing platform, further enabling insights for optimal patient care. The Series D funding comes as Apixio experiences strong momentum and increasing demand for its HCC Profiler solution, which mines unstruc...
Jun. 28, 2016 10:00 AM EDT Reads: 422
IoT offers a value of almost $4 trillion to the manufacturing industry through platforms that can improve margins, optimize operations & drive high performance work teams. By using IoT technologies as a foundation, manufacturing customers are integrating worker safety with manufacturing systems, driving deep collaboration and utilizing analytics to exponentially increased per-unit margins. However, as Benoit Lheureux, the VP for Research at Gartner points out, “IoT project implementers often ...
Jun. 28, 2016 09:45 AM EDT Reads: 457
It is one thing to build single industrial IoT applications, but what will it take to build the Smart Cities and truly society changing applications of the future? The technology won’t be the problem, it will be the number of parties that need to work together and be aligned in their motivation to succeed. In his Day 2 Keynote at @ThingsExpo, Henrik Kenani Dahlgren, Portfolio Marketing Manager at Ericsson, discussed how to plan to cooperate, partner, and form lasting all-star teams to change t...
Jun. 28, 2016 09:30 AM EDT Reads: 1,307
In his general session at 18th Cloud Expo, Lee Atchison, Principal Cloud Architect and Advocate at New Relic, discussed cloud as a ‘better data center’ and how it adds new capacity (faster) and improves application availability (redundancy). The cloud is a ‘Dynamic Tool for Dynamic Apps’ and resource allocation is an integral part of your application architecture, so use only the resources you need and allocate /de-allocate resources on the fly.
Jun. 28, 2016 08:30 AM EDT Reads: 1,240
Presidio has received the 2015 EMC Partner Services Quality Award from EMC Corporation for achieving outstanding service excellence and customer satisfaction as measured by the EMC Partner Services Quality (PSQ) program. Presidio was also honored as the 2015 EMC Americas Marketing Excellence Partner of the Year and 2015 Mid-Market East Partner of the Year. The EMC PSQ program is a project-specific survey program designed for partners with Service Partner designations to solicit customer feedbac...
Jun. 28, 2016 08:00 AM EDT Reads: 491
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life sett...
Jun. 28, 2016 08:00 AM EDT Reads: 1,359
Cloud computing is being adopted in one form or another by 94% of enterprises today. Tens of billions of new devices are being connected to The Internet of Things. And Big Data is driving this bus. An exponential increase is expected in the amount of information being processed, managed, analyzed, and acted upon by enterprise IT. This amazing is not part of some distant future - it is happening today. One report shows a 650% increase in enterprise data by 2020. Other estimates are even higher....
Jun. 26, 2016 05:00 PM EDT Reads: 1,358
SYS-CON Events announced today that Bsquare has been named “Silver Sponsor” of SYS-CON's @ThingsExpo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. For more than two decades, Bsquare has helped its customers extract business value from a broad array of physical assets by making them intelligent, connecting them, and using the data they generate to optimize business processes.
Jun. 26, 2016 05:00 PM EDT Reads: 1,269
Internet of @ThingsExpo, taking place November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 19th 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 and enterprise IT since the creation of the Worldwide Web more than 20 years ago. All major researchers estimate there will be tens of billions devices - comp...
Jun. 26, 2016 04:00 PM EDT Reads: 1,320
19th Cloud Expo, taking place November 1-3, 2016, 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 enterpri...
Jun. 26, 2016 04:00 PM EDT Reads: 1,406