Here's a long article on open source that's positive for IBM and
negative for Sun -- "
Is
Open Source Ready for Prime
Time?"
David Skok, a general partner with Matrix Partners, and
Brian Stevens, vice president of operating systems at Red Hat, are
quoted in the piece:
Skok
pointed to IBM as a major company that has harnessed open
source to great benefit. "They've managed to capitalize on Linux. Their
major competitor on hardware used to be Sun, but since Linux, IBM has
been able to thrive and sell a bunch of services and hardware."
Stevens agreed. "It's a fantastic move
by IBM," he said.
Sun is a different story, Skok said.
"I think Sun's in trouble.
They have a very serious problem of a business model that can change,
but when it does change it'll be hard for their shareholders. It's
Intel economics. Sun has to become an Intel seller; they not only have
to lose the Solaris and Sun hardware edge, but they have to compete
with Dell."
So, IBM has a bright future, and Sun is in trouble. Our
Linux
servers and
JDS
desktops
notwithstanding, I guess. Whatever. But what's up with the
"losing Solaris" part?
Solaris is a core
competency for
Sun, and now we are bringing the platform to Intel and
AMD
Opteron. We've invested hundreds of
millions in the
Solaris
10 platform, and I think customers appreciate
what's coming their way. I think we'll keep Solaris. Losing it would be
idiotic.
Moreover,
"the challenge Sun is going to have is they lost their
top two markets: financial services and telecommunications," Stevens
said.
Lost? We have? I don't know. I was just talking to some guys from these
markets last week, and
they still have a bunch of our stuff and are more than a little
interested in
Solaris
10 and
OpenSolaris.
Perhaps Mr.
Stevens was overstating a bit. I think it's ok to say that other
vendors have advanced in these markets, but we certainly have not lost
these markets by any stretch of the imagination. We're back now. And
we're competing with a new product, a new business model, and an
emerging
community. May the best system win.
We did get one half hearted complement in the article, but it came with
a back
handed slap, of course:
Stevens
lauded Sun's moves to come back with its recent foray,
"but it's not causing a reverse," he said. "Instead of really joining
the community like IBM has, Sun is trying to create its own developer
community."
Pretty lame. First of all, there are many open source communities, not
just one
community. Open source is a community of communities. Did IBM join
NetBeans with its
Eclipse project a few years back?
Nope. For
whatever reason, they had different business and technical goals for
launching Eclipse and received almost no criticism for attacking Sun in
the process. IBM deserves credit for their contributions to open
source, especially the Linux community. I don't argue what that. But
Sun deserves some credit, too, for our involvement in open source and
also with Linux. Don't you think that's fair? Second, we believe the
OpenSolaris community is
already
there. We're not starting from scratch here. That two decade
installed
base of Solaris developers out there will make a very nice open source
community, don't you think? The Solaris community deserves to be
recognized in its own right -- no matter its size relative to other
communities. There's room enough for multiple communities.
So, do we think open source is ready for prime time. Absolutely. We're
open sourcing the very
core of Sun's entire product line. Our position on this is clear.
No one from Sun was quoted in this article, by the way. Oh, well. Maybe
next time.
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