I am trying really hard to get it.
So I have retreated to my batcave, I have put on my thinking cap, I have closed off the door so I could think more than 23 seconds without being interrupted by the kids. I have reach that inner zen point where the walls are transparent and I can see, I can see where the industry is headed. I have called good friends in the industry to get their perspective, I have expensed great brain power to analyze the implications SUN/MySQL merger. I have come up with this:
I must be getting old and out of touch, the dark side, everything clouds, because you know $1B is a billion dollar and Pony Tail Boy is no dummy. SO I read his blog, someone explained the transcript to me but I feel like Harry Seldon in "The Foundations" series when the diplomat visits: 30 minutes of words later and I still don't have any signal. I recheck my equipment but sorry, I come up with ZILCH.
So I will repeat the party line as if I had understood it.
MySQL is everywhere (true). They had flat revenues because they couldn't monetize their installed base due to lack of services (probably true). SUN will be able to monetize this by bringing to bear a huge structure that gets it and will sell, sell, sell (maybe if they don't mess up the integration and SUN has a really bad track record here but whatever). The most insightful thing I have heard from a good friend is "the margins on MySQL will be higher than anything they have seen in hardware".
So I turn to other aspects of analysis. Vanity provides some avenue of progress. PTB's quote that this is "the most significant acquisition for SUN" points to a CEO wanting to make his mark on the company he heads. It is vanity, but in this particular case, vanity served by intelligence so it is worthy of praise as it shows COJONES.
The most signal I get is in marketing. For anyone that doubted that SUN wanted to be a software company, this is it. I mean how more serious a signal do you need. SUNW makes 13B in hardware and is saying loud and clear: software is our future.
Because, unlike IBM and ORACLE they have NO SW business to speak off, they can embrace OSS fully. Fair enough. All I have to say to them is God Speed to them.
PS: And now I am going to speak some heresy: maybe, just maybe this help SUN get off the Java wagon a bit and embrace PHP, Ruby and all these non-java thingies, because you know, JBoss got RedHat onto the Java wagon and that was a good thing so maybe the vice-versa work too. Right? remember there is more than Java to LAMP, he he.