Comments on: Sun + Oracle = new troubles in Enterprise 2.0 land http://www.pretzellogic.org/2009/04/20/sun-oracle-new-troubles-in-enterprise-20-land/ My thoughts on Enterprise 2.0 execution and Social Software. Sun, 21 Mar 2010 03:23:50 -0400 http://wordpress.org/?v=2.8.4 hourly 1 By: Sameer http://www.pretzellogic.org/2009/04/20/sun-oracle-new-troubles-in-enterprise-20-land/comment-page-1/#comment-64 Sameer Tue, 21 Apr 2009 02:27:41 +0000 http://www.pretzellogic.org/?p=299#comment-64 Hi Peter<br>You bring up some awesome points. I agree, there's very little about MS in this conversation. <br><br>From an Enterprise 2.0 stand point though, I think this move by Oracle adds one more trend to be aware off. Unseating SharePoint has been the focus of every social networking (enterprise), wiki and collaboration vendor. However now Enterprise 2.0 upstarts need to consider other pure play competitors, SharePoint, Oracle and IBM (if the one vendor race picks up) and very soon, a host of content management vendors that are getting ready to inject 2.0 into their ECM offerings. <br><br>It could well be that Oracle and IBM offer social computing at (as did MS when you bought exchange) to sell the rest of the stack and services. That's more trouble for pure plays, limiting them to customers that have committed to a best of breed strategy. <br><br>That said, there's plenty of business for pure plays from 1000s of customers that have committed to a best of breed strategy or are moving to the cloud so they have more control of who they work with. Also, the amazing innovation coming out of these pure play providers makes me excited about getting customers to take a look here. Hi Peter
You bring up some awesome points. I agree, there's very little about MS in this conversation.

From an Enterprise 2.0 stand point though, I think this move by Oracle adds one more trend to be aware off. Unseating SharePoint has been the focus of every social networking (enterprise), wiki and collaboration vendor. However now Enterprise 2.0 upstarts need to consider other pure play competitors, SharePoint, Oracle and IBM (if the one vendor race picks up) and very soon, a host of content management vendors that are getting ready to inject 2.0 into their ECM offerings.

It could well be that Oracle and IBM offer social computing at (as did MS when you bought exchange) to sell the rest of the stack and services. That's more trouble for pure plays, limiting them to customers that have committed to a best of breed strategy.

That said, there's plenty of business for pure plays from 1000s of customers that have committed to a best of breed strategy or are moving to the cloud so they have more control of who they work with. Also, the amazing innovation coming out of these pure play providers makes me excited about getting customers to take a look here.

]]> By: Peter Mojica http://www.pretzellogic.org/2009/04/20/sun-oracle-new-troubles-in-enterprise-20-land/comment-page-1/#comment-63 Peter Mojica Tue, 21 Apr 2009 01:29:48 +0000 http://www.pretzellogic.org/?p=299#comment-63 Sameer - My initial reaction was "bye bye MySQL" but then in retrospect I realized that it wouldn't be prudent for Oracle to disenfranchise a very large open source community around that product line. It makes more sense that MySQL will be Oracle's deep dive education into open source commercialization and perhaps continue in a more metered way Schwartz's vision around open source software. In all of the write-ups today, I have seen mentions about IBM, comparisons to the stack, HP etc. But there has been little mention of Microsoft. IMO, it seems that the largest worry is for the consumer fate of MS SQL. Sun has a large software portfolio, the pick up of Identity is a good pickup for Oracle. Oracle's portfolio is strong also, if someone figures out how to use the pieces from some of their content acquisitions, such as Stellent, with MySQL on low-cost Linux or free Solaris OS boxes, you can say bye bye to SharePoint and a number of others applications that you find further up the stack. As with all mega mergers, the teams that sit back and rationalize the respective portfolios and point them in the new directions will either make it happen or not. The is definitely opportunity, even for Web 2.0 to grow at an accelerated pace. Sameer – My initial reaction was “bye bye MySQL” but then in retrospect I realized that it wouldn't be prudent for Oracle to disenfranchise a very large open source community around that product line. It makes more sense that MySQL will be Oracle's deep dive education into open source commercialization and perhaps continue in a more metered way Schwartz's vision around open source software. In all of the write-ups today, I have seen mentions about IBM, comparisons to the stack, HP etc. But there has been little mention of Microsoft. IMO, it seems that the largest worry is for the consumer fate of MS SQL. Sun has a large software portfolio, the pick up of Identity is a good pickup for Oracle. Oracle's portfolio is strong also, if someone figures out how to use the pieces from some of their content acquisitions, such as Stellent, with MySQL on low-cost Linux or free Solaris OS boxes, you can say bye bye to SharePoint and a number of others applications that you find further up the stack. As with all mega mergers, the teams that sit back and rationalize the respective portfolios and point them in the new directions will either make it happen or not. The is definitely opportunity, even for Web 2.0 to grow at an accelerated pace.

]]> By: Sameer http://www.pretzellogic.org/2009/04/20/sun-oracle-new-troubles-in-enterprise-20-land/comment-page-1/#comment-62 Sameer Mon, 20 Apr 2009 21:20:01 +0000 http://www.pretzellogic.org/?p=299#comment-62 Thanks Larry. I'm sure it has a lot to do with MySQL but my gut is that its the defensive part of the equation. Pure 100% offense comes from Oracles ability to take on IBM on the stack side for now. It also buys them some oxygen to decide whether they want to do hardware + software or just control the software stack by selling off the hardware biz to HP and partnering with them on Services. Then you have Oracle+HP vs.IBM. Thanks Larry. I'm sure it has a lot to do with MySQL but my gut is that its the defensive part of the equation. Pure 100% offense comes from Oracles ability to take on IBM on the stack side for now. It also buys them some oxygen to decide whether they want to do hardware + software or just control the software stack by selling off the hardware biz to HP and partnering with them on Services. Then you have Oracle+HP vs.IBM.

]]> By: Larry Hawes http://www.pretzellogic.org/2009/04/20/sun-oracle-new-troubles-in-enterprise-20-land/comment-page-1/#comment-61 Larry Hawes Mon, 20 Apr 2009 21:12:04 +0000 http://www.pretzellogic.org/?p=299#comment-61 Good post, Sameer! I agree that Oracle is not in a rush re: social software. Their collaboration offerings have never gained much traction in the marketplace. The Sun deal is likely more about taking out MySQL and being able to sell software/hardward combos as appliances. The latter could, in fact, throw a wet blanket on the chicken dance that you suggest the SIs are doing right now. Good post, Sameer! I agree that Oracle is not in a rush re: social software. Their collaboration offerings have never gained much traction in the marketplace. The Sun deal is likely more about taking out MySQL and being able to sell software/hardward combos as appliances. The latter could, in fact, throw a wet blanket on the chicken dance that you suggest the SIs are doing right now.

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