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Displaying posts with tag: M&A (reset)
The potential impact of Sun-Oracle on MySQL, and its partners

“We’re both in the transportation business. We have a 747, and they have a Toyota.”

The comparison of Oracle’s database and MySQL, made by Oracle president Charles Phillips at the 2004 Vortex Conference was undoubtedly meant as a criticism, but it so graphically demonstrated the differing business strategies and selling-points of the two products that MySQL executives began citing it themselves.

It is also a comparison that explains how the two products could potentially co-exist within a single company, as they seem likely to do following the announcement that Sun has agreed to be acquired by Oracle.

Much of the MySQL-related coverage of the impending acquisition has focused on the likelihood of Oracle killing-off the …

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Oracle buys Sun, but does it buy open source?

The big news to kick off this week was Oracle’s announced acquisition of Sun Microsystems. There is already a lot of discussion of the integration challenges, how Oracle is getting into hardware (or as Matt Asay describes it, having an ‘iPod moment’) and of course, the implications for open source software. What stands out to me is the fact that the world’s biggest proprietary database player — one of few software giants that still sells and supports primarily proprietary software — will own the world’s most popular open source database, MySQL. It is unclear how significantly MySQL figures into the deal, but given Sun spent $1b acquiring it and further invested in its enterprise readiness and use, …

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Open source, VC and the long path

My CAOS colleague Matt Aslett wrote recently about how we expect to see an uptick in open source merger and acquisition activity given the current economic conditions and bargains for the larger, mostly proprietary players. Matt also discusses the difficulty of further VC funding, though we have seen some significant investment announcements, such as Open-Xchange, Infobright and others. Still, Matt is probably right that funding will be harder to come by for any company, open source or not.

I also continue to see a number of startup and younger open source vendors — would-be fundees — that are opting to hold off on venture funding and stick to building up business, customers and …

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Has MySQL founder and CTO resigned from Sun?

Valleywag reports that Monty Widenius has quit Sun. The Pythian Group reckons its true. Kaj Arno’s non-denial denial would appear to confirm it despite his protestations otherwise.

“Technically there is no resignation letter. However, I spoke to Monty yesterday, and yes, resignation is an option he considers,” writes Kaj before expanding on some of the reasons that Monty might consider leaving Sun and how the MySQL project would continue without him (or without him as an employee at any rate).

He concludes: “In summary, I can neither confirm nor deny the rumour. But I hope my posting has shed some light on the …

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Asking the right questions of open source

A classic Morecambe and Wise comedy sketch from the 1970s sees Andre Previn criticizing Eric for playing all the wrong notes while attempting the Greig Piano Concerto. Morecambe responds that he is in fact “playing all the right notes. But not necessarily in the right order.”

I was reminded of the sketch this morning while reading BusinessWeek’s article on the potential perils facing open source vendors today. It seems to ask all the right questions, but not necessarily in the right way.

The report suggests that while industry giants such as IBM, HP, Oracle and Intel stand to benefit from open source software, investor impatience could spell trouble for open source …

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Open source: assimilate and thrive

Matt Asay writes today about the prospects for open source vendors going public or, more likely, being acquired, and wonders whether open source vendors should “hold out for an IPO” or “capitulate” and be acquired.

The latter seems far more likely, especially in the current economic climate. We have written before about the open source vendors most likely to go public in the next couple of years.

Looking at the list of contenders again it is easy to imagine that they could all be snapped up before they make it public thanks to the fact that 1) open source vendors are very attractive investments 2) it is difficult for open source vendors to build the momentum to do so.

I spoke recently with …

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