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Is IBM on a Strategic Path to Control Java?
nightspd writes "David Berlind of Cnet has written a series of articles over at ZDNet about IBM's return to market dominance, including this one titled When Will IBM Buy Sun? It's a VERY interesting read and a very interesting predition, and poses a question. With the mega-merger of Compaq and Hewlett-Packard going forward, can we expect other possible mega-mergers down the line in the tech arena? Is a IBM buyout of Sun possible and/or viable?"
For those who have not already checked it out, IBM's little tank simulation program for teaching java, RoboCode has hit version 1.0
http://www.kubuntu.org/
You know, just because Ziff Davis became the media giant it is because of the PC doesn't mean the world revoles around PCs.
Yes IBM does well with the Thinkpad division, and yes I'm sure there are sour grapes over OS/2, but do you think anyone is crying that they're not selling PCs at a profit of 6 cents per machine? They own Lexmark! They own Lotus! They make a fortune selling AS/400s and RS/6000s and Z/90s (if that's what they're called this week).
There is a small tug of war over Java, no denying that, but why would IBM buy Sun other than for their customers? They are two completely different companies in mindset and direction. You think HP and Compaq will be a difficult merger?
There are also Sun's partners to consider. Larry Ellison is not going to like it if Sun buys IBM, since Oracle ties itself so closely to Java these days, and IBM just bought Informix. I would rather see Oracle and Sun merge and split the software division.
Interesting conjecture on the part of the author, but I think it's pretty unlikely.
"All I ever wanted was to see Larry Wall give Bill Gates a Perl necklace."
http://www.eisenschmidt.org/jweisen
There would be a *huge* culture clash trying to combine these two companies... much more than ever will happen with HPaq.
IBM is a long way off from all white shirts all the time days, I'd suggest that Sun is much more conservative than IBM from a business perspective these days... Sure there are pockets of IBM that are still starched *way* too much, but overall they're quite innovative and nimble.
Sun, while it pushes Java hard, it quite a proprietary company (note that Java is not open source), and IBM on the other hand, is willing to get into about any business that it feels like it can get a foothold in, and see what works out. It's services folks are often implementing all kinds of non-IBM technologies. Sun would *never* do that.
I don't see it working... even if IBM is the acquirer, the culture mishmash would be a disaster.
No man is an island, but Gary is a city in Indiana.
Gee, IBM wants to take over the computer industry... Stop the presses!
I have news for ZDNet... It is the fiduciary duty of every publicly owned corporation to attempt to gain a monopoly in every market it enters. It is not illegal to have a monopoly, just illegal to take advantage of that monopoly to retain and extend dominance.
It should come as a surprise to no one that IBM is attempting to wring profit out of open source. What else to you expect it to do? IBM does not exist to promote free software. It exists to make money, and if free (beer or speech) software is a way to do that, so be it.
And no, IBM will not be buying Sun any time soon. They have plenty of money dedicated to continuing the improvement of the already quite fine pSeries/RS6k boxes. What do they need to buy Sun for, when they have a perfectly good UNIX box already? What a moron. Buying competition at an inflated price simply to put them out of business would be a silly and stupid move.
SirWired
This is not the first time there has been talk about IBM buying Sun.
AIX (IBM's brand of Unix) has always been the red-headed step child of Unix OSes, lagging far behind Solaris and HP/UX in market share.
IBM has always wanted people to develop applications for AIX and usually resorts to paying ISVs huge sums of money to port their apps to AIX.
Buying Sun just makes sense. You get rid of AIX, which isn't that popular (outside of the scientific computing arena) anyway. You can concentrate the Power architecture R&D on its use in the iSeries 400 (AS/400). You can bring the huge resources of IBM's semiconductor business to bear on making SPARC more competitive on a performance basis.
As for IBM's control of Java, who knows? I think they have been coveting Java for quite a long time now. They would kill for an opportunity to co-opt Java to their own devices, but Sun stands in their way.
IBM would rule the commericial Unix computing market, which is why the FTC/EU would never approve the merger.
It's something to think about, but unlikely to happen.
"I'm not a journalist, but I play one on TV."
They that can give up essential liberty to obtain a little temporary safety deserve neither liberty nor safety.
Actually, TI was fabbing the UltraSPARC IIIs (check out the news items about the L2 cache issues, etc)...
In fact, TI has fabbed for Sun since 1988... you can find it in the press releases on Sun's site, or google for it.
"It's tough to be bilingual when you get hit in the head."
What would this mean to Java? Would the linux-loving Big Blue company open up Java? What about Tomcat and JBoss? Would IBM make WebSphere and Visual Age the ultimate in J2EE enviroments?
It would be interesting to see how IBM would handle Java if it did buy Sun. It almost seems like it'd knock some part of open source (the Java source and the proprietary webcontainer and IDE IBM sells).
Good quote, too many chars. Seriously, the slashdot 120 char limit sucks!
linux-kernel.tk = goatse, you have been warned.
IBM doesn't need to merge with Sun to be bigger than MS - they already are.
... there is simply no comparison.
They earn more money than MS, they have more employees, located in more countries, sell more products
Clearly this is not the first to make this interesting observation. I have heard it said other places as well; IBM is on a sub death watch.
.NET, Sun has no real way to make or reinforce core product sales thru Java. In fact, Sun as a software services company is very week, so there is no core value there either once Sparc sales take the big dive south.
.NET to leverage itself as an application services business as well as reinforce the sales of it's .NET "client" and "server" platform, by making the language standard but not the platform. This will steel potential revenue directly from IBM.
Consider, how much of a future is there really for selling sparc boxes? Unlike Microsoft with
Now IBM is the one company well positioned to take advantage of Java. If they could gain control of it, they could do the one thing Sun cannot; make it into a real standard. The problem Sun faces is that, unlike Microsoft, which choose to hang their valuable trademark on the "whole" (.NET) rather than C#, Sun trademarked the language rather than Sun NetOne,
Hence, it's painless for Microsoft to make C# a "pseudo" standard, but since Sun licensed and trandemarked on the language itself, they are stuck.
Microsoft can use
So IBM waits. The sparc business dies off, and it can pick up Sun for a mear $100 million or so. Very cheap. Then it can do the one thing Sun can't, and make sure Java is everywhere, that it is free, that everything has it. It doesn't need the revenue from Java licenses the way Sun does and will by then, but it needs to establish a platform not controlled by or redirecting revenue into Microsoft.
So if Sun goes under, the world of enterprise computing might finally be free and everyone else benefits, except Microsoft. Not a bad scenareo. Hey, Scott, do you think you can do the world a favor and pull it off soon?
Of course, if Microsoft manages to outbid IBM for the dying Sun or offer them a bridging "deal" like they did to Apple to get Java out of the marketplace, well, that is the day I leave the industry for good.