Showing posts with label acquisitions. Show all posts
Showing posts with label acquisitions. Show all posts

22 May 2009

Open Source Consolidation: Less is More?

The open source startup scene is certainly very vibrant, but it's also clearly still relatively immature. Company histories are short, and turnovers are still quite low compared to traditional players. Another reflection of that immaturity is the fact that there are simply too many players in each sector. That means that consolidation is inevitable, creating fewer but bigger players with more clout in the marketplace, and broader product offerings. Just recently, we have started to see that happening....

On Open Enterprise blog.

01 February 2008

MS-Yow!, not MS-Yahoo! for Open Source

The Microsoft-Yahoo merger meme has been out and about for ages. It's not hard to see why Microsoft finally decided to jump: the decline in Yahoo's share price has been pretty precipitous in the last three months, and it's obviously reached a too-good-to-refuse level.

And I have to say that were I in Microsoft's position, I'd do the same: the fit looks good, and it would give the company a chance of fighting back against Google - something that looks hopeless, currently.

But as I wrote when I considered this idea last year, I have this feeling that if the deal goes through, Microsoft won't be looking very kindly on the open source software that Yahoo owns - such as Zimbra - or uses - like MySQL.

Why not? Well, one of the areas where Microsoft is getting whupped by free software is in top-end clusters. Moreover, the open source world continually throws in its face that Google, the very acme of computer power, runs on GNU/Linux, albeit a customised version. So what better way to show that Windows is fully the equal of the latter for extreme computing conditions than to turn Yahoo into a high-profile advertisement for the power of Windows (and SQLServer) on clusters?

To be sure, that would be more expensive than sticking with Yahoo's current choices, but Microsoft is playing for high stakes, and willing to gamble accordingly - as this $45 billion proposed acquisition of Yahoo demonstrates only too clearly.

16 November 2007

Systematising Systems Management

Last year I wrote a review of the open source systems management sector. At that time, it was highly fragmented, symptomatic of the very early days of this area. The market is still fragmented, but there are some clear tectonic movements going on that hint at important consolidations to come.

First we had Hyperic cosying up to Red Hat:

Red Hat, the world's leading provider of open source solutions, and Hyperic Inc., the leader in multi-platform, open source systems management, today announced that they have extended their agreement to collaborate on the development of a common systems management platform. Development will continue under an open source model.

For years, the JBoss Operations Network team has been developing code on the Hyperic platform. Red Hat will be contributing its updates and enhancements to this new open source project. Both companies will work to maintain, govern and extend management capabilities within the new open source systems management platform project. Additionally, Hyperic and Red Hat will work jointly to include this base in both future Hyperic and Red Hat systems management products.

Now we have Nagios Enterprises and GroundWork getting luvvy-duvvy:

Nagios Enterprises (www.nagios.com), the commercial arm of Nagios, the world’s most popular open source host, service and network monitoring program, and GroundWork Open Source, Inc. (www.groundworkopensource.com), the leader in open source IT management software, today announced a joint partnership focused on joint market development and shared delivery of services around open source IT monitoring and management.

...

Under the terms of the joint partnership, Nagios Enterprises will soon offer tier three support for Nagios-related aspects of Groundwork Open Source. In addition, GroundWork Open Source and Nagios Enterprises will engage in various market development activities including cross-promotion via advertising, joint marketing efforts, and business referral opportunities.

It's not really clear how all this going to pan out, but it's seems likely that there will only be one or two main players left in a year or two. My bet is that Red Hat will simply buy up all the companies it needs. As Matthew Aslett pointed out recently, Red Hat is pretty voracious when it comes to swallowing other open source companies.

And whatever happens, I do wonder where this leaves the rather, er, quiescent Open Management Consortium, whose blog last had a posting on 21 May of this year....

08 October 2007

17 September 2007

Give Me a "Y", Give Me a "Z": What Do You Get?

Yahimbra?

Yahoo is set to make yet another acquisition–this time of white-label open-source email provider Zimbra. Sources close to the deal said that the Internet portal will pay $350 million, considerably upwards of its most recent valuation, for the email and calendar provider.

The march of open source continues....

19 December 2006

Google Gets Earthier

Google has acquired the mapping company Endoxon:

Endoxon is a developer of internet mapping solutions, mobile services, data processing, cartography, direct marketing and the Trinity software suite. Since 1988, Endoxon and its 75 employees have created ground-breaking solutions for a wide variety of geographic needs. Endoxon is a pioneer in AJAX mapping technologies. Endoxon technologies enable the integration and processing of geo-referenced data and high-resolution aerial and satellite images for dynamic internet and mobile services.

What's interesting about this is that it shows Google pushing forward in the field of mapping, cartography and 3D interfaces - and area that is emerging as increasingly important. (Via Ogle Earth.)

14 November 2006

Feast of the Behemoths

There's no doubt that the three giants of the online world are Microsoft, Google and Yahoo. What they get up to matters, so tracking what they're doing in terms of acquisitions, say - and who they're doing - is a fruitful activity. The problem, is keeping track. Enter this rather nice draggable timeline, which shows who did what, when and to whom. (Via John Battelle's Searchblog.)