Showing entries 11 to 20 of 26
« 10 Newer Entries | 6 Older Entries »
Displaying posts with tag: M&A (reset)
Everything you always wanted to know about MySQL but were afraid to ask - part two

Since the European Commission announced it was opening an in-depth investigation into the proposed takeover of Sun Microsystems by Oracle with a focus on MySQL there has been no shortage of opinion written about Oracle’s impending ownership of MySQL and its impact on MySQL users and commercial partners, as well as MySQL’s business model, dual licensing and the GPL.

In order to try and bring some order to the conversation, we have brought together some of the most referenced blog posts and news stories in chronological order.

Part one took us from the announcement of the EC’s in-depth investigation up to the eve of the communication of the EC’s Statement of Objections.

Part two, below, takes us from there to the eve of the announcement of Oracle’s concessions. …

[Read more]
Copyright/left at the centre of open source business strategies

Below is a rough draft of the cornerstone slide for a new presentation deck I am putting together to explain the various business strategies for monetizing open source software. The aim is to explain every single existing strategy using the elements on this one slide (although I am yet to test it out).

In our previous discussions about business strategies we have noted that there are four elements that shape a business strategy around open source software: the open source software license; the development strategy; the end user license strategy; and the revenue trigger.

As can be seen from the slide above, I have added a fifth element: copyright control. Copyright was previously considered in our research around business strategies but was seen more as an underlying influence than a distinct strategy element.

I have recently come to the realisation that copyright control is not just a part of each of the four elements, and …

[Read more]
Everything you always wanted to know about MySQL but were afraid to ask - part one

Since the European Commission announced it was opening an in-depth investigation into the proposed takeover of Sun Microsystems by Oracle with a focus on MySQL there has been no shortage of opinion written about Oracle’s impending ownership of MySQL and its impact on MySQL users and commercial partners, as well as MySQL’s business model, dual licensing and the GPL.

In order to try and bring some order to the conversation, we have brought together some of the most referenced blog posts and news stories in chronological order. Part one, below, takes us from the announcement of the EC’s in-depth investigation up to the eve of the communication of the EC’s Statement of Objections. We will continue to update part two until either the acquisition or the EC’s investigation …

[Read more]
What about Woman’s Hour? Free speech, free markets and the future of MySQL

A controversial issue in the UK this week is the BBC’s decision to invite the British National Party - the far-right, whites-only political party - to appear on Question Time, the BBC’s flagship political debate programme.

Critics fear that the move will legitimise the BNP’s far-right views, while the BBC has defended the invitation on the grounds that its role as a politically neutral public service broadcaster would be undermined if it excluded the BNP - which won its first European Parliament seats this year with an estimated million votes.

To me it is clear that no matter how abhorrent the BNP’s policies on certain issues may be the BBC has a duty to invite it to participate as it is a legitimately recognised political party. We live in a society …

[Read more]
451 CAOS Links 2009.09.18

Citrix joins the Linux Foundation. BonitaSoft raises $3m. And more.

Follow 451 CAOS Links live @caostheory on Twitter and Identi.ca
“Tracking the open source news wires, so you don’t have to.”

# Citrix joined The Linux Foundation.

# Open source BPM vendor BonitaSoft raised $3m from Ventech and Auriga Partners.

# Jaspersoft updated JasperReports Professional with enhanced data visualization.

# US CIO Vivek Kundra outlined the government’s cloud strategy, using NASA’s open source Nebula cloud.

# Infobright …

[Read more]
Oracle *could* kill off MySQL as a commercial product, but probably won’t

Before I even start this post I am going to repeat our view that Oracle is well aware that it has little to gain from killing off MySQL and that we expect MySQL to become the scale-out database for non-transactional web applications and to compete with SQL Server in departmental deployments.

That said there has been some interesting discussion on Twitter this week in response to the European Commission’s investigation of Oracle-Sun about whether Oracle could - in theory - kill off MySQL. Here’s a Q+A explaining my view as to how Oracle could kill MySQL but probably won’t, and why MySQL AB’s choice of dual licensing and the GPL has come back to haunt Monty Widenius.

Q. Oracle can’t kill MySQL even if it wants to, because its open source. Right
?

A. …

[Read more]
On the question of MySQL’s state of health

Matt Asay has written an interesting post speculating that Oracle might use the delay caused by the European Commission investigation into its acquisition of Sun to drive the price down. Sounds reasonable enough to me.

In it, Matt makes a couple of statements, one I agree with: “Oracle… likely will prove to be a better manager of this asset than Sun was”; and one that I have real doubts about: “MySQL’s… doing just fine, thank you”.

MySQL might well be doing fine. Unfortunately Sun’s financial results don’t actually provide any evidence either way.

Billings for the MySQL/Infrastructure were up 51% to $313m in FY09, according to information presented with Sun’s financial results, with revenue hitting $100m (up 10%) in …

[Read more]
The EC is mostly, but not entirely, wrong about Oracle/MySQL

By now you are probably aware that the European Commission has decided to launch an extended investigation into Oracle’s acquisition of Sun based on concerns over MySQL.

The new has prompted a lot of criticism of the EC, much of it suggesting that the delay will do considerable harm to Sun (and therefore Oracle). This argument is valid - Sun’s already declining revenue has been in freefall since the deal was announced and one wonders how far it will fall in another 90 days of stasis.

Other criticism, (such as this from Matt Asay) focuses on the suggestion that the delay will do little to help MySQL or its users, and that the EC fails to understand open source.

This also has some …

[Read more]
451 CAOS Links 2009.05.15

Open Database Alliance formed. Oracle buys Virtual Iron. AccesStream reaches version 1.0. And more.

Follow 451 CAOS Links live @caostheory

I’ve just met a fork named Maria
MySQL founder Monty Widenius and Percona CEO Peter Zaitsev announced the launch of the Open Database Alliance - “a collection of companies working together to provide the software, support and services for MariaDB, an enterprise-grade, community-developed branch of MySQL.”

Continuent and Open Query quickly announced their membership, while Monty later …

[Read more]
Playing fantasy M&A with the Benchmark/Accel open source investment portfolio

Javier Soltero, former CEO of Hyperic, has maintained that the sale of Hyperic to SpringSource was driven by discussion between himself and SpringSource CEO, Rod Johnson, but the fact that the companies shared investors - Accel Partners and Benchmark Capital - no doubt accelerated the deal (and I wonder whether either could have afforded to acquire the other without shared investors).

When examining the open source vendor landscape it is tempting to imagine that the combined total could be bigger than the sum of its parts - that a combination of many open source product specialists could mount a challenge to Red Hat and Sun to claim the title of biggest open source software vendor.

Benchmark and Accel are among …

[Read more]
Showing entries 11 to 20 of 26
« 10 Newer Entries | 6 Older Entries »