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Further consolidation in the industry: VMware is acquiring SpringSource; see S2's Announcement (website is down; can't take the load?) and TSS Post. The Press Conference is in an hour or so (3:30pm PT); maybe more details then. |
Added
• The CTOs/CEOs speak:
Rod
(website down, can't take the load?)
and
Steve Harrod
(VMware CTO).
•
The usual pundits in the press:
Darry Taft @eWeek,
Paul Krill@Infoworld,
Gavin Clarke @ ElReg.
(I'll confess I'm puzzled - how can these guys not mention the impact on Oracle/Sun in these pieces?... sigh!)
Added - The "morning after" analysis is significantly better and worth commenting:
•
Cote@RedMonk - A good analysis emphasizing the public / private cloud possibilities, and the possible Java leadership angles. Let's see what Oracle does with its new assets when they get them...
•
Jay Lyman@451Group - A reasonable piece pointing out the industry moves.
•
Matt Assay@TheOpenRoad - Points out the increased pressure on RedHat - I agree, I think they will get acquired "soon" - and argues that S2's valuation would be much higher in a short time - I disagree, I think this is as good as they can get, although Hyperic was a very good move on their part.
Mmmm... I don't get it. How does this benefit VMWare at all? How is SS interesting to VMWare?
Posted by 213.98.164.5 on August 11, 2009 at 03:35 AM PDT #
Everybody is trying to build a vertical stack to sell to the enterprises. S2 should help some there.
Red Monk has a better analysis; I've added him and a couple of other links.
The settle state of all these relationships will depend on what Oracle does...
Posted by Eduardo Pelegri-Llopart on August 11, 2009 at 08:04 AM PDT #