I came across a posting today about the 9 VCs You’re Gonna Want to Avoid and found it both hysterical as well as scary. If you have ever worked on starting up your own company, know any founders who have, been involved in raising money, or know a single VCs you will instantly recognize a few of these archetypes…a few rang clear and true for me.
Archives for January 2008
Since my last post about last week’s acquisition spree, I have talked to a number of people on the topic of the Sun buying MySQL. While I haven’t been running into Sun much lately in my enterprise sales forays it was largely because I have been dealing with SOA based development solutions, an area where Sun doesn’t have a strong solution (even though I had partnering conversations with them at one point to help strengthen their offering). After talking to some people who have been tracking Sun more closely lately as well a few Sun Executives and CIOs, I have seen a different picture.
Sun has been working on this acquisition for well over a year. It fills a very nice hole that they had in their solution stack…the database. No IT Executive I have talked to would seriously consider replacing their Oracle or DB2 with MySQL, but they would consider moving 100’s or even 1000’s of edge databases over to MySQL. This gives Sun a leg up in their enterprise sales and “solution” providing. It also helps to round out their Open Source solution stack (the OpenSolaris/MySQL 1-2).
Additionally, I understand that Sun will hold MySQL as a separate entity and let it run as such. With the inevitable inclusion of a few Sun Execs and Sales connections, this should help ease concerns that the web2.0 companies who run their business on MySQL were having. It still remains to be seen if some of the performance enhancements that the user community has been begging for will be addressed or not.
Quite a day. I wake up to see announcements about Oracle completing their BEA acquisition, Sun buys MySQL, and an announcement about new capabilities from MuleSource. Following my concept of “stuff hapening in threes is the universes way of telling me something”, I felt like these items were worth commenting on.
I know a number of people who are at BEA who are bit relieved that the entire acquisition process is over. There was quite the distraction hanging over the place with acquisition offer looming out there. And now you will see the exodus of people surge. Not many people that I know over there are excited about working for Oracle. But, from the Oracle perspective, this is a great buy. They removed a competitor in the app server market, get to cherry pick the Weblogic platform to integrate it into their own, and they finally get technology to make their Fusion product work. Hopefully there is no mis-understanding of the reality of this acquisition from the BEA user community…your BEA products will be going way…
Sun’s purchase of MySQL will be something interesting to watch. Sun isn’t know for their ability to acquire and not ruin technology. My understanding is that the Sun software business unit had a great year that they are wrapping up. But, Sun as a company still isn’t known for their ability to create value for customers with business solutions. I know some people there who have been able to do that in their small area’s of influence, but senior management still seems to be stuck in the hardware mentality that is part of the Sun DNA.
The bigger concern, is what does this acquisition do to all the SaaS and Web2.0 business that run on MySQL? While I haven’t been paying a whole lot of attention to Sun in the past few years, I have noticed them trying to surge ahead in the these two areas. It’s almost like a rebirth of their luminary “We are the Dot in dot com” marketing campaign of the internet bubble era. I have had some recent first hand experience with their Solaris Zones virtualization technology and find it highly lacking (not to mention a pain to use in a number of ways) from other solutions. Thus, I don’t hold a lot of hope out for them in the arena of virtualization. Hard to see much vision here…
MuleSources announcement of their 1.5 version with it’s governance feature and BAM like capabilities is interesting. While I haven’t had any direct experience with their offering, I find it interesting that they are not sitting on their hands and dealing with just integration but trying to add value to the larger enterprise. They show that they are not content to deal with just one small brick in the enterprise foundation. By taking on these two areas, they are now setting themselves up to be an annoyance to other larger players, most likely in the hope of widening their audience of possible suitors. (Too bad I didn’t’ get to know them better when they worked down the hall from me…)