{"id":27,"date":"2004-08-02T17:57:56","date_gmt":"2004-08-03T00:57:56","guid":{"rendered":"http:\/\/redmonk.com\/sogrady\/wp\/?p=27"},"modified":"2004-08-02T17:57:56","modified_gmt":"2004-08-03T00:57:56","slug":"on-jonathan-schwartz-novell-sun-and-mono","status":"publish","type":"post","link":"https:\/\/redmonk.com\/sogrady\/2004\/08\/02\/on-jonathan-schwartz-novell-sun-and-mono\/","title":{"rendered":"On Jonathan Schwartz, Novell, Sun, and Mono"},"content":{"rendered":"<p>I&#8217;ve gotten a couple of calls already on Jonathan Schwartz&#8217; casual dropping of Novell as a potential acquisition target for Sun in <a href=\"http:\/\/online.wsj.com\/search#SB109139993512979959\">an interview<\/a> he did with the Journal. <\/p>\n<p>Setting aside <a href=\"http:\/\/www.theregister.co.uk\/2004\/08\/02\/sun_notbuying_novell\/\">the probability of such an acquisition<\/a>, mostly because it&#8217;s low enough to make the following exercise a waste of time, it is interesting to consider what might happen if the acquisition did go through.<\/p>\n<p>First, some necessary background &#8211; the Journal comments were only one part of a multi-pronged verbal exercise designed to&#8230;well, I&#8217;m not sure. Poke IBM, obviously. Reassert Sun&#8217;s disruptive potential, maybe. Highlight Sun&#8217;s balance sheet, probably. In any event, he&#8217;s going to get  people talking about Sun, no doubt about that. <\/p>\n<p>Schwartz&#8217; comments <a href=\"http:\/\/blogs.sun.com\/roller\/page\/jonathan\/20040801#ibm_is_in_a_pickle\">here<\/a> provide some necessary context to the journal comments.<\/p>\n<p>Basically, the logic he follows (as I understand it) is:<\/p>\n<p>1. IBM is dependent on Novell<br \/>\n2. IBM can&#8217;t acquire Novell without pissing off customers and the community<br \/>\n3. Ergo, Sun could a.) expand its offerings, and b.) wound IBM were it to acquire Novell<\/p>\n<p>I think 2&#8217;s a bit of a stretch, at least as far as the community goes (the Slashdot crowd <a href=\"http:\/\/linux.slashdot.org\/article.pl?sid=04\/08\/02\/1427243&amp;tid=163&amp;tid=143&amp;tid=102&amp;tid=218\">seems much more opposed<\/a> to a Sun acquisition, actually), and as for 1, well, there&#8217;s some truth to that, but the fact is we are talking (mostly) about  GPL code. <\/p>\n<p>But again, suppose it were true. What might the potential implications be? While the business implications might be bad, the technical ones are intriguing. <\/p>\n<p>1. Novell\/SuSE\/Sun AMD Opteron system combos<br \/>\n2. Novell\/Sun Linux desktop, one highly interoperable with Windows<br \/>\n3. Novell\/Sun big-time identity play<br \/>\n4. Novell\/Sun midmarket channel opportunities<br \/>\n5. Very strong Linux-desktop management play (APOC+Red Carpet + ZenWorks)<\/p>\n<p>And that&#8217;s to name but a few. <\/p>\n<p>But perhaps more interesting, however, would be not what they could create, but what they could take away. Along with Novell would go a degree of control over <a href=\"http:\/\/www.go-mono.com\">Project Mono<\/a> (which we discussed in our recent library publication &#8220;Mono and the Java vs .NET Balance of Power&#8221; &#8211; subscribers only, sorry). Mono is open source and therefore can&#8217;t be put back in the box, but an acquisition could potentially disrupt the work of the Mono team. And if we&#8217;re right, and Mono&#8217;s the most significant threat Java&#8217;s faced in years, that might not be an insignificant factor in Sun&#8217;s thinking.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>I&#8217;ve gotten a couple of calls already on Jonathan Schwartz&#8217; casual dropping of Novell as a potential acquisition target for Sun in an interview he did with the Journal. Setting aside the probability of such an acquisition, mostly because it&#8217;s low enough to make the following exercise a waste of time, it is interesting to<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[93],"tags":[],"class_list":["post-27","post","type-post","status-publish","format-standard","hentry","category-trends-observations"],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/posts\/27","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/comments?post=27"}],"version-history":[{"count":0,"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/posts\/27\/revisions"}],"wp:attachment":[{"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/media?parent=27"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/categories?post=27"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/redmonk.com\/sogrady\/wp-json\/wp\/v2\/tags?post=27"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}