What a day! BEA finally surrenders to Oracle and Sun acquires MySQL!
Four quick notes:
1) Sun is executing on his very last chance: create a world class infrastructure stack for companies focusing on delivering applications as services. Pros: leveraging open source for innovation and betting on a massive number of new applications being delivered through software as a service over the next few years. Cons: where is the money? where is the sales force? No real track record of being able to successfully integrate the pieces they acquire. Conclusion: I am not sure that the market will give Sun the time it will need to create a real competitive offering and create the sales force necessary to show the benefits of this acquisition.
2) It is an exciting moment for Oracle. The integration is going to be hard (integrations are always hard) but they now have all the pieces and talent to have a great fight with IBM and MSFT and win like they did with the database. This is also the time to open up their strategy to be more inclusive of open source.
3) This is a sad moment for BEA: The weblogic acquisition gave them a great product from which they built a great and loyal customer base but sadly, they were not able to leverage it and expand their footprint. They tried a lot of different things, a lot of different acquisitions but none of them had the technical excellence of weblogic and they lacked focus and cohesion needed for a smaller company to win. A great case study.
4) Where is SAP? Are they officially throwing the towel on Netweaver?