Oracle's Sun Is Blinding In Microsoft's Eyes

I couldn't just stand back idly by and not comment on the Sun / Oracle deal. The industry always accused Sun of not knowing what it wanted to be when it grows up and now we know, Oracle. Oracle has just gone from sideline participants in the race to build the cloud software layer and cloud generation apps, to being smack dab in the middle of the LAMP (Linux, Apache, MySQL, PHP) stack. What a bold and strategic move against both Microsoft and IBM. If you've ever met Larry Ellison, you know this guy is all about competitiveness and winning, which will make for an interesting corporate makeover as Sun comes into the fold as have past companies like Peoplesoft and Siebel. But I believe this acquisition will take a different path and be less about being assimilated into Larryville and more about taking Sun's loosely banded software strategy and hone it into a strategically aligned set of weapons against Microsoft.

Oracle's acquisition of Sun does a lot more than just answer the MySQL competitive issue. Oracle now has ownership of the full and complete software stack, from OpenSolaris, up through Java, right up to key enterprise apps. Oracle is now in control of its software destiny, but much of it open source with OpenSolaris and MySQL, plus Java (at least considered non-proprietary), like Microsoft has had with its proprietary Windows, SQL Server, .NET. I believe Ellison's squaring off to deliver the biggest blow to Microsoft he can, once and for all. Gates is out of the picture, IBM's busy moving jobs offshore, and Microsoft's mid-course in a battleship maneuver to change direction towards the cloud. What better time to strike and leapfrog everyone to the front.

There's much concern about whether Oracle will embrace Sun's open source and Java heritage or smother it in Oracle's proprietary software culture, but Oracle has much more street cred about open source than Microsoft does. Oracle's own Fusion middleware product is Java based along with Oracles strong support for Linux as an alternative to Windows.

I expect Larry to turn open source evangelist big time. Get ready for him to really start talking up LAMP, Java, MySQL, OpenSolaris and the whole lot. And Look for him to start dramatically ramping up the drumbeat against the proprietary Windows and .NET stack, rallying support for Java and LAMP. Sun isn't an acquisition like Siebel or Peoplesoft. Those were large enterprise app plays. Acquiring Sun is about Oracle moving to the forefront of the entire software stack and finally unseating Microsoft and Windows from their dominance.

I know MySQL fans are worried about the Sun acquisition. Even a small Facebook group has started up to voice opposition against Oracle. (See related NWW article about MySQL.) But I think this is Larry's last hurrah, his swan song, to finally take out Microsoft by giving Sun's software a strategic amount of Ellison backbone and bravado to finanlly take down Microsoft. And with Sun, Larry's got the goods to do it. So, I'm not on the side that's worried Oracle is out to squash Sun's commitment to open source software and technologies like Java. Far from it, those are his biggest weapons to rally the troops up for a big strategic siege against Redmond during their rebuilding phase.

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