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Oracle Buys JAVA
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DawnTreader
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Oracle is purchasing Sun Microsystems, giving the company control of Java and moving the company into the hardware business.
What do you think?
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Oracle is purchasing Sun Microsystems, giving the company control of Java and moving the company into the hardware business.
What do you think?
Not really a financial comment but I’m worried about mysql. Oracle has made a lot of money off of it’s database products, and so has mysql (off supporting it’s database products). I don’t know what the future holds. I have been looking in to transitioning our company (hundreds of servers) to postgre since Sun bought mysql, but it’s a lot of work, that now (stupid Oracle) seems all the more important.
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- Gavin (DrShakagee)
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DawnTreader
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Oracle can now offer its own hardware to better compete with HP and IBM. It also gives the company an advantage in its ongoing rivalry with MSFT.
I expect to see a series of technology industry acquisitions in the coming months.
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“Time” has an interesting take on this:
Thinking Like Apple, Oracle Buys Sun
“With the Sun acquisition, Ellison gets a soup-to-nuts business and the ability to integrate everything from chips to boxes to software. But better than serving the fickle consumer market, as Apple does, he gets to slice off the top of the far more lucrative business market. That allows him to protect his margins and better control his company’s destiny ? just like Jobs did.”
http://www.time.com/time/business/article/0,8599,1892663,00.html
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In a former life I was a Sybase DBA, so the acquisition of Sun by Oracle is very much of interest to me. I can certainly see how this will benefit Oracle?they can offer the whole enchilada of IT infrastructure from database systems to middleware application servers and the OS and hardware they run on.
Oracle now looks a lot like IBM, who already have DB2 as their database offering and their own storage hardware.
I am wondering where does this leave Sybase? As a DBA I often saw Oracle trying to poach customers from Sybase by offering some very tempting deals to shut out Sybase, which arguably had a better and cheaper RDBMS product at the time (I have no idea whether they still do). I expect Oracle will be pushing even harder to extinguish Sybase now that they can offer hardware deals when companies are strapped for cash.
As a result, could we see a merger or partnership between Sybase and HP or possibly Fujitsu in a bid to compete with IBM and Oracle in the data storage space?
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Throughout all my years of investing I’ve found that the big money was never made in the buying or the selling. The big money was made in the waiting. ? Jesse Livermore
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So, the consolidation of the IT industry will include winners Oracle, IBM, Apple, HP, Acer?
It doesn’t look so good for Intel, Microsoft, Dell, (Sony, Nokia).
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DawnTreader
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So, the consolidation of the IT industry will include winners Oracle, IBM, Apple, HP, Acer?
It doesn’t look so good for Intel, Microsoft, Dell, (Sony, Nokia).
I don’t see Acer leading any markets in which the company can gain or maintain real pricing control. At best it will take share from Dell which only helps HP and Apple.
Intel has highly profitable market niches. MSFT will need to move more aggressively away from OS dependency in pursuing profitable growth opportunities.
With iPhone 3.0 and Snow Leopard on the near horizon, Apple is well positioned for calendar quarters three and four.
But let’s not forget the sleeping giant in the room that will benefit handsomely from continuing iPhone and iPod touch adoption - AT&T.
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Intel has highly profitable market niches. MSFT will need to move more aggressively away from OS dependency in pursuing profitable growth opportunities.
My concern about Intel is that Linux/MacOS are processor architecture neutral, and with GPU’s taking more of the processing load, even ARM is good enough for large parts of Intel’s market, and has very cheap licensing. Intel’s Atom processor initiative may only work in the market for a couple of years. Microsoft’s problem is dwindling Windows and Office earnings with no viable replacement earner to support all the unprofitable activities. The longer MS leaves it, the more dramatic the downsizing is going to have to be.
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I can?t see Oracle canning mySql, and they already provide a free edition of the main Oracle database product. It may help to understand that the reason they did the free version was to compete with Microsoft?s free SQLServer, rather than mySql ? and that?s a direct line from one of their VPs.
>I have been looking in to transitioning our company (hundreds of servers) to postgre since Sun bought mysql,
I?ve always thought postgres was a better product anyway, but this seems to me to be a weird reason to change your database server, inflicting a migration cost on your company. It seems to me to be an emotional reaction to the idea of ?big corporates? rather than a rational technological one. You saw a lot of this around KHTML and WebKit (and indeed, the fact that Apple didn?t update Darwin with x86 sources the same second they released OS X on x86) ? an instant tendency to presume the worst thing MUST happen, because big business is bad, small companies good. Even when their owners decide to sell out to Sun for millions. -
I agree with JulesLT. Postgres is more of an enterprise level product. That’s not to say there’s anything wrong with MySQL as that has come on a lot and the gap has narrowed between the two. If you have a system that uses MySQL that works, then there’s not much point in changing it.
I am actually glad that a “proper” bottom-line focused company that makes business decisions based on more than just whimsy is buying Sun. Maybe their wealth of IP will actually be put to good use rather than left to rot as is so often the case with Sun.
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Throughout all my years of investing I’ve found that the big money was never made in the buying or the selling. The big money was made in the waiting. ? Jesse Livermore
