Matt Asay has written an interesting post speculating that Oracle might use the delay caused by the European Commission investigation into its acquisition of Sun to drive the price down. Sounds reasonable enough to me.

In it, Matt makes a couple of statements, one I agree with: “Oracle… likely will prove to be a better manager of this asset than Sun was”; and one that I have real doubts about: “MySQL’s… doing just fine, thank you”.

MySQL might well be doing fine. Unfortunately Sun’s financial results don’t actually provide any evidence either way.

Billings for the MySQL/Infrastructure were up 51% to $313m in FY09, according to information presented with Sun’s financial results, with revenue hitting $100m (up 10%) in …

By now you are probably aware that the European Commission has decided to launch an extended investigation into Oracle’s acquisition of Sun based on concerns over MySQL.

The new has prompted a lot of criticism of the EC, much of it suggesting that the delay will do considerable harm to Sun (and therefore Oracle). This argument is valid - Sun’s already declining revenue has been in freefall since the deal was announced and one wonders how far it will fall in another 90 days of stasis.

Other criticism, (such as this from Matt Asay) focuses on the suggestion that the delay will do little to help MySQL or its users, and that the EC fails to understand open source.

This also has some …

Intalio acquires Jetty. Red Hat updates JBoss platform. $12m funding for Medsphere. And more.

Follow 451 CAOS Links live @caostheory on Twitter and Identi.ca
“Tracking the open source news wires, so you don’t have to.”

# Intalio acquired Webtide, developer of Jetty application server.

# Red Hat delivered JBoss Enterprise Application Platform 5.0, as well as JBoss Operations Network (ON) 2.3 and launched Catalyst partner program.

# Medsphere raised $12m to support ongoing development and expansion in open source health IT.

Jay has already provided a good overview of the debate related to the apparent decline in the usage of the GPLv2. I don’t intend to cover the same ground, but I did want to quickly respond to a statement made by Matt Asay in his assessment of the reasons for and implications of reduced GPLv2 usage.

He wrote:

“as Open Core becomes the default business model for ‘pure-play’ open-source companies, we will see more software licensed under the Apache license”

I don’t doubt that we will see more software licensed under the Apache license, and also more vendors making use of permissively-licensed code, but I don’t see a correlation with the Open-Core model.

We reported recently on Red Hat’s revenue growth and deferred revenue. One of the things I have been looking at recently is the slowdown in Red Hat’s growth in recent years, and the opportunities that the company has to improve that growth.

For some perspective it is worth noting that while Red Hat’s revenue has been growing steadily:

The rate of growth has been in decline for some time:

We have also noted (451 Group clients only) that the company will in …

Peter Fenton’s open source investment tips. Boxee raises $6m. And more.

Follow 451 CAOS Links live @caostheory on Twitter and Identi.ca
“Tracking the open source news wires, so you don’t have to.”

*451 CAOS Links will return on August 25*

Digesting the VMware-SpringSource deal
In the wake of VMware’s acquisition of SpringSource the WSJ examined Peter Fenton’s open source investment portfolio and what he looks for in an open source vendor. Meanwhile Matt Asay noted that VMware’s purchase of SpringSource is the first big acquisition of a company based on an Apache license, while Charles Babcock reported …

Red Hat is celebrating the 10 year anniversary of its initial public offering. An anniversary to be proud of for Red Hat, but one that has given The VAR Guy pause for thought about the relative success of open source in the past 10 years.

“Would anyone have predicted that no additional open source companies would launch IPOs over the next decade? Ten years without an open source IPO … amazing and somewhat depressing for open source business advocates,” writes the VAR Guy.

It is somewhat depressing that there are not more public open source vendors. However, the statement that there have been …

Monty Widenius dissects MySQL’s dual license. Intuit moves to the EPL. And more.

Follow 451 CAOS Links live @caostheory on Twitter and Identi.ca
“Tracking the open source news wires, so you don’t have to.”

# Monty Widenius blogged about the apparent changes to the dual licensing of MySQL.

# Intuit announced that its code.intuit.com will be moving from CPL to EPL.

# Matt Asay asked whether Google’s open source advocacy might be a scheme to lower the value of patents.

# Vision Mobile’s Andreas Constantinou explained the differences between open source …

As well as contributing to the CAOS research practice here at The 451 Group I am also part of the information management team, with a focus on databases, data caching, CEP, and - from the start of this year - data warehousing.

I’ve covered data warehousing before but taking a fresh look at this space in recent months it’s been fascinating to see the variety of technologies and strategies that vendors are applying to the data warehousing problem. It’s also been interesting to compare the role that open source has played in the data warehousing market, compared to the database market.

I’m preparing a major report on the data warehousing sector, for publication in the next couple of months. What follows is a rough outline of the role open source has played in the sector. Any comments or corrections much appreciated:

Unlike other …

OIN offers cash for patents. CentOS crisis averted. Microsoft denies GPL violation. And more.

Follow 451 CAOS Links live @caostheory on Twitter and Identi.ca
“Tracking the open source news wires, so you don’t have to.”

# Open Invention Network offered individual inventors cash for patents, and acquired patents from V_Graph.

# The H Open reported that the management problems at CentOS are now resolved.

# Sam Ramji told Network World in detail why Microsoft believes its Linux IC code did not violate the GPL (from 15m 30s).

# Canonical delivered an on-premise version of …