Views on the Industry

Gavin @ El Reg

JS has embarked on a multi-year plan that will do nothing for SUNW in the meantime, but I think you need to talk with some people within the company and stop looking to the leadership for answers. If you can run in to MB, you would understand the AS9/JBI integration plan that will throw open the next wave of innovation in the middleware market. Like you implied, app server is a business, as long as database is a business. We made sure of that. I am slipping in to the weekend in GRR, and just listening to Poets of Rhythm from Quannum. I guess I am making my way to Joyo's recording in time, but wish I was in SFO tonight for LB at Moscone (feel the rush, some date T.B.A.).

I give Gavin credit, he called JS and JL to the table over how to run a business, though you got to admire how much they are trying to stop the bleeding from OSS. If only the people knew that it was BEAS' war they are fighting, and do nothing for the non-instutional investors who are languishing at sub-$4. Marc must be getting some sweaty palms right now over the presumed attack from the two biggest (to say nothing of ORCL). First, Geronimo, now JES, it makes you think that they are on their way to $1B in services contracts - - are you? I like that JS is putting up a fight though he is far away from making a dent in the problem. He is running from the standard set internally and not able to use that to his advantage now that SeeBeyond is attributed to his ploy. Thats the irony of this, is that he could have adopted Glassfish, but instead he went with legacy, and that means he truly does not have the control over what is going on within his own company. That much I know.

On this Friday, we are reminded of John Doerr's proclamation to Stanford in the '90's that all technology is political, hell, all business is political, what's the big story anymore. I just like that we now have a fight, even if it is a multi-year fight between AS9/JBI and WebLogic/AquaLogic/SeeBeyond. The gauntlet has been thrown down, either you support JBI or you don't. SeeBeyond will not. Aqua Logic will not. Apache won't. And Oracle will adopt it in passing. That leaves Glassfish and JBoss. Cape Clear, am I detecting a pulse?

posted by douglas dooley @ 4:08 PM