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Sequência do post anterior. Igualmente surrupiado de Dana Gardner. Saca só:

  • IBM will need to rethink its relationship to Red Hat. Good news for enterprises: the likelihood of an alternative, IBM-stewarded open source stack (SuSE, Geronimo/Gluecode, Apache, Eclipse, etc etc) to counter balance the Red Hat-JBoss combination. This is already well in motion.
  • Great news for HP, which has been tight with both JBoss and Red Hat. HP has the hardware and services to ride this acquisition well. HP can partner, and let Red Hat manage the stack, while throwing lots of engineering talent at the development process. Hurd is lucky as hell or … ? (As my high school wrestling coach used to say, Luck has nothing to do with it.)
  • Also good news for the non-IBM global SIs, as they seek to be the best hand-holder in the accounts while exploiting the JBoss/Red Hat stack. Me thinks there will be a margin rout in SIs, however, followed by a wave of consolidation (CSC as harbinger?). Low-cost provider wins. It's nice to own a hardware biz too.
  • Good news for Novell as IBM, HP, BEA, Oracle, Sun will want to make sure that SuSE is a strong and vibrant alternative to Red Hat's Linux distros as Red Hat expands up the stack into SOA with JEMS.
  • SAP would do well to begin segmenting Netweaver to specialized usage, and put an open source stack like the Red Hat/JBoss one under more of its installations.
  • Greenfield Web 2.0-type ISVs and startups have a no-brainer now for an expanded, solution-oriented stack partner in Red Hat.
  • Sun sees less of a differentiation from price and completeness of its JES stack. It won't be a full Red Hat stack vs. a full Sun JES stack. Look for IBM to better assume the counter-balance to Red Hat role (with an open source DB2?). It was a nice try, Sun, but timing is everything.
  • Oracle can not afford to just dabble in open source, it will need to get serious. The business applications business is the only future. Time to write a new rate card on the middleware. And watch out for what IBM does with DB2.
  • BEA is going to have to show that its commercial SOA is so much better than the open source alternatives that the high price is a bargain. Sounds like a niche market that will be under constant price pressure, right from the start.
  • Microsoft is the only non-open source infrastructure player. Time to write a new rate card. Better use pencil.
  • Now Red Hat should buy Borland IDEs, if not for the tools themselves, for the accounts the installed base represents, if nothing else. Support of all those tools fits in quite nicely with the open runtimes.


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