Monday Aug 10, 2009

VMware to Acquire SpringSource


Further consolidation in the industry: VMware is acquiring SpringSource; see S2's Announcement (website is down; can't take the load?) and TSS Post.

The Press Conference is in an hour or so (3:30pm PT); maybe more details then.


• The CTOs/CEOs speak: Rod (website down, can't take the load?) and Steve Harrod (VMware CTO).
• The usual pundits in the press: Darry Taft @eWeek, Paul Krill@Infoworld, Gavin Clarke @ ElReg.
   (I'll confess I'm puzzled - how can these guys not mention the impact on Oracle/Sun in these pieces?... sigh!)

Added - The "morning after" analysis is significantly better and worth commenting:

Cote@RedMonk - A good analysis emphasizing the public / private cloud possibilities, and the possible Java leadership angles. Let's see what Oracle does with its new assets when they get them...
Jay Lyman@451Group - A reasonable piece pointing out the industry moves.
Matt Assay@TheOpenRoad - Points out the increased pressure on RedHat - I agree, I think they will get acquired "soon" - and argues that S2's valuation would be much higher in a short time - I disagree, I think this is as good as they can get, although Hyperic was a very good move on their part.