Enterprise headlines and summaries, 2009-04-11

  • Analysis: Where did Sun go wrong?
    It was a “moment of blindness” for Sun, he said, one that came at a turning point when the company should have been making tough business decisions to ensure its longevity. … “It’s weird because Sun is probably the most innovative and forward-looking company of any that I’ve seen,” said John Crupi, CTO of enterprise mashups company JackBe and a former CTO for Sun’s Enterprise Web Services group. “They were really good at doing cool engineering things. The problem was, they never managed to move up the stack and package those things into solutions that really let you use the technology and solved people’s problems.” … “Any company that doesn’t continuously focus on the real benefits to their customers — both current and future — will eventually lose the mindshare of those customers,” Hultquist said. “Customers buy what makes sense for their success and satisfaction, not what is ‘best’ in some esoteric, technical way. If that wasn’t the case, Microsoft would not be the powerhouse t
  • Analysis: Where did Sun go wrong?
    Observers identified three principal errors that, had they been avoided, might have allowed Sun to flourish after its dot-com business dried up. They are: not reacting to Linux by open-sourcing Solaris more quickly than it did; not building an x86 product line fast enough to sell alongside its Sparc systems; and not learning how to monetize the great Java technology it had created.
  • Sun software – Does it make diddly?
    Of course, cumulative distributions are not installed bases, and installed bases are not paying customers. And that is the rub as Sun tries to transition from closed-source, licensed software sales to open source distribution with paid-for support as a means of generating money from software. In its second fiscal quarter financial presentation, Sun said that based on results in the first and second quarters of fiscal 2009 (from July through December 2008), its software business was humming along at a $600m annual run rate and growing at a 21 per cent rate (presumably on an annualized basis). In those six months, Java accounted for $101m in billings (revenues are slightly different since each software sale billed in a quarter is not collected in that quarter), MySQL accounted for $133m in billings, and Solaris licenses on big Sparc iron (which are not free) plus virtualization and management tools related to Solaris accounted for $80m in billings. Sun’s software sales are very choppy
  • Sessions of interest at MySQL Conference and Expo 2009 at Xaprb
    I haven’t really decided my schedule yet during the conference, but I thought I’d mention these sessions that look interesting to me.

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