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Displaying posts with tag: The 451 Group (reset)
451 CAOS Links 2009.09.08

Reaction to EC’s Oracle-Sun delay. OIN to acquire ex-Microsoft patents. 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.”

Reaction to EC’s Oracle-Sun delay
Despite widespread criticism of the European Commission’s decision to open a formal investigation into Oracle’s proposed acquisition of Sun, Glyn Moody maintained that the EC deserves credit for making open source a central part of its analysis. Meanwhile Monty Program (by way of Steven J Vaughan Nicholls) explained why the EU should block Oracle/Sun, Roberto Galoppini reported

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On the question of MySQL’s state of health

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 …

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The EC is mostly, but not entirely, wrong about Oracle/MySQL

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 …

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451 CAOS Links 2009.09.01

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.

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And the best open source license is …

UPDATE: The final vote is in and a winner has been declared, with Matt Asay and his arguments for the GPL taking the prize. You can see the debate or follow links to the other judges’ votes and thoughts here.

This is my assessment as a judge of the recent open source license debate held by the FOSS Learning Centre. We’ll have to begin with some qualifications and definitions, starting with the fact that there is no ‘best’ open source software license. Still, a star-studded open source software panel provided a lively, informative debate on the merits of some top open source licenses. For that, I congratulate and thank the panelists, Mike Milinkovich from the Eclipse Foundation arguing for the Eclipse Public License, Matt Asay of Alfresco arguing in favor of the GPL and David Maxwell from Coverity arguing for …

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On the GPL, Apache and Open-Core

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.

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GPLv2 decline and debate on open source licenses

Code scanning and management vendor Black Duck reports the GNU General Public License v2 (GPLv2) now dipping below 50% share of open source software. While we already knew that GPLv2 was somewhat in decline from its far greater share of open source code over the last 5-10 years, it is useful to know what pool of code we’re talking about. We must also remember that while GPLv2 may not be as dominant as it once was and that other licenses, particularly GPLv3, are quickly gaining share, GPLv2 is still quite relevant to enterprise open source software, is used in a variety of newer and popular applications across the enterprise stack and is likely to remain in the top 10 licenses for a long time.

Regarding GPLv2 and Black Duck’s findings, some folks are rightly asking what code and how much of it are we considering where GPLv2 accounts for half or less of the …

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Red Hat’s organic growth opportunities

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 …

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451 CAOS Links 2009.08.14

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

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A decade of open source IPOs

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 …

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