Thursday, 17 January 2008

Sun & MySQL

Sun announced it would acquire MySQL. I do think this presents an exciting opportunity for SUN (now JAVA)

MySQL has a huge install base and loyal customers. It will be pretty interesting to see if the MySQL will bring extra value to SUN and if this acquisition will trigger storage sales as intended.

I do have some drawbacks on this:

  1. SUN has still to proof itself as an open source company, looking at OpenSolaris it seems to be a bumpy road;
  2. SUN is not seen as a storage supplier in the market even after the take over of STK ( that was a sinking ship anyway)
  3. The inability to deliver good services. The pressure of the shareholder requires short sale cycles (less then a quarter) if it is possible to deliver the solution in e.g. a quarter that would be fine but looks like a big challenge for major infrastructural changes.

One of the big challenges of SUN is to explain their storage vision… why would a customer buy disk from SUN and not from HP or HDS. The reason HP storage business is picking up growth is due to the fact that they have a clear vision and can provide good storage services. (Thanks to DEC….)

Anyway nice to hear your comments.