Welcome!

Weblogic Authors: Yeshim Deniz, Elizabeth White, Michael Meiner, Michael Bushong, Avi Rosenthal

Related Topics: Java IoT, Industrial IoT, Linux Containers

Java IoT: Article

Schwartz "Totally Crazy" to Raise Idea of Sun Buying Novell, Says Analyst

Schwartz "Totally Crazy" to Raise Idea of Sun Buying Novell, Says Analyst

  • Who'll Buy Novell First, Sun or IBM?

    Jonathan Schwartz is certainly keeping Sun in the headlines these days, most expecially with his recent speculations about what would happen if Novell were to be acquired by a bigger software giant - like, say, Sun arch-rival IBM. Or even by Sun itself.

    As we reported last week, Schwartz's intentionally provocative view, expressed on the eve of the LinuxWorld Conference & Expo in San Francisco, was: "If IBM acquires them, the community outrage and customer disaffection is going to be epic."

    "IBM is in a real pickle," he observed in a blog. "Red Hat's dominance leaves IBM almost entirely dependent upon SUSE/Novell. Whoever owns Novell controls the OS on which IBM's future depends. Now that's an interesting thought, isn't it?"

    Those last two sentences provided Schwartz with the springboard for contemplating what might happen were Sun, rather than IBM, to acquire Novell. And it is this that seems to have gotten him into hot water with industry pundits - at least if Anne Thomas Manes is anything to go by.

    Manes,  a former Sun software executive and now vice president and research director for the Burton Group, said in an interview:

    "It's totally crazy for him to be making a comment like that. I'm sure he's going to get his hand slapped by the [Sun] board for this."

    Even if Sun were to acquire Novell, Manes argued it wouldn't have any long-term ramifications for IBM. "If Sun were to acquire SuSE," she conceded, "then IBM would be left in a situation where they were beholden to Sun for the operating code."

    "But it's GPL code," she continued, "there's absolutely nothing in SuSE's software IBM is 100 percent attached to, and IBM could just fork the code. Or they could decide to grab any of the other distributions - they could even turn around and buy Red Hat."

    Meanwhile other commentators have taken a slightly more forgiving line, assuming that Schwartz was merely using the opportunity provided by his high-profile blog at blogs.sun.com to hoist a trial balloon, at no actual cost to the company, and see how the marketplace reacted.

    The Schwartz blog was very IBM-centric, to be sure:

    "But if IBM preemptively acquires Novell/SUSE, the world changes: Linux enters the product portfolio of a patent litigator not known for being a social-movement company. But where else will IBM go? With its current market cap, Red Hat seems unacquirable - but absent action, IBM's core customers will be eroded by Red Hat's leverage. And Sun's ability to leverage our open Solaris platform (on industry standard AMD, Intel or SPARC), or Java Enterprise System, even on IBM's hardware, gives us a significant - and sustainable - competitive advantage. With the demise of AIX, IBM is once again vulnerable." 

    "I'd keep a close eye on the Novell/SUSE conversation," Schwartz concluded. "If IBM acquires them, the community outrage and customer disaffection is going to be epic... but where else does IBM go?"  

    What lodged in most people's minds though his accompanying remarks to the Wall Street Journal that Sun itself might possibly be contemplating using its substantial cash reserves to buy Novell. 

    "With our balance sheet," Schwartz said, "we're considering all our options."

    "What would owning the operating system on which IBM is dependent be worth?" he continued, going on to add a comment that has to have been chosen for its incendiary nature: "History would suggest we look to Microsoft for comparisons." 

    It remains to be seen if Anne Thomas Manes is right, and if Scott McNealy is going to seek to rein in his feisty new lieutenant and heir apparent.

    But don't hold your breath. Sun's chief executive may on the contrary be delighted to find that Schwartz seems able to "out-McNealy McNealy" when it comes to attracting media attention to the Santa Clara, CA-based software/hardware giant.
     

     

  • More Stories By Java News Desk

    JDJ News Desk monitors the world of Java to present IT professionals with updates on technology advances, business trends, new products and standards in the Java and i-technology space.

    Comments (1)

    Share your thoughts on this story.

    Add your comment
    You must be signed in to add a comment. Sign-in | Register

    In accordance with our Comment Policy, we encourage comments that are on topic, relevant and to-the-point. We will remove comments that include profanity, personal attacks, racial slurs, threats of violence, or other inappropriate material that violates our Terms and Conditions, and will block users who make repeated violations. We ask all readers to expect diversity of opinion and to treat one another with dignity and respect.


    IoT & Smart Cities Stories
    In his general session at 19th Cloud Expo, Manish Dixit, VP of Product and Engineering at Dice, discussed how Dice leverages data insights and tools to help both tech professionals and recruiters better understand how skills relate to each other and which skills are in high demand using interactive visualizations and salary indicator tools to maximize earning potential. Manish Dixit is VP of Product and Engineering at Dice. As the leader of the Product, Engineering and Data Sciences team at D...
    Cloud-enabled transformation has evolved from cost saving measure to business innovation strategy -- one that combines the cloud with cognitive capabilities to drive market disruption. Learn how you can achieve the insight and agility you need to gain a competitive advantage. Industry-acclaimed CTO and cloud expert, Shankar Kalyana presents. Only the most exceptional IBMers are appointed with the rare distinction of IBM Fellow, the highest technical honor in the company. Shankar has also receive...
    Nicolas Fierro is CEO of MIMIR Blockchain Solutions. He is a programmer, technologist, and operations dev who has worked with Ethereum and blockchain since 2014. His knowledge in blockchain dates to when he performed dev ops services to the Ethereum Foundation as one the privileged few developers to work with the original core team in Switzerland.
    Dynatrace is an application performance management software company with products for the information technology departments and digital business owners of medium and large businesses. Building the Future of Monitoring with Artificial Intelligence. Today we can collect lots and lots of performance data. We build beautiful dashboards and even have fancy query languages to access and transform the data. Still performance data is a secret language only a couple of people understand. The more busine...
    Bill Schmarzo, author of "Big Data: Understanding How Data Powers Big Business" and "Big Data MBA: Driving Business Strategies with Data Science," is responsible for setting the strategy and defining the Big Data service offerings and capabilities for EMC Global Services Big Data Practice. As the CTO for the Big Data Practice, he is responsible for working with organizations to help them identify where and how to start their big data journeys. He's written several white papers, is an avid blogge...
    René Bostic is the Technical VP of the IBM Cloud Unit in North America. Enjoying her career with IBM during the modern millennial technological era, she is an expert in cloud computing, DevOps and emerging cloud technologies such as Blockchain. Her strengths and core competencies include a proven record of accomplishments in consensus building at all levels to assess, plan, and implement enterprise and cloud computing solutions. René is a member of the Society of Women Engineers (SWE) and a m...
    Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management company where he learned about Bitcoin and eventually Ethereal. Andrew's role at ConsenSys Enterprise is a mul...
    Whenever a new technology hits the high points of hype, everyone starts talking about it like it will solve all their business problems. Blockchain is one of those technologies. According to Gartner's latest report on the hype cycle of emerging technologies, blockchain has just passed the peak of their hype cycle curve. If you read the news articles about it, one would think it has taken over the technology world. No disruptive technology is without its challenges and potential impediments t...
    If a machine can invent, does this mean the end of the patent system as we know it? The patent system, both in the US and Europe, allows companies to protect their inventions and helps foster innovation. However, Artificial Intelligence (AI) could be set to disrupt the patent system as we know it. This talk will examine how AI may change the patent landscape in the years to come. Furthermore, ways in which companies can best protect their AI related inventions will be examined from both a US and...
    Bill Schmarzo, Tech Chair of "Big Data | Analytics" of upcoming CloudEXPO | DXWorldEXPO New York (November 12-13, 2018, New York City) today announced the outline and schedule of the track. "The track has been designed in experience/degree order," said Schmarzo. "So, that folks who attend the entire track can leave the conference with some of the skills necessary to get their work done when they get back to their offices. It actually ties back to some work that I'm doing at the University of San...