HARDWARE
What I Think Should Happen: I think Oracle should spin off and sell the server division, maybe to HP. Oracle's never been a hardware company (similar to Sun really never have been a software company, more on that later) and they probably will just muck it up. On the storage side however, Oracle has a great play. Between Sun's StorageTek acquisitions and Thumper (it's storage array) Oracle has an awesome opportunity to combine it's industry standard DB marketing power with a hardware storage play. They can/will do much better than Sun did at pushing this product line. They should keep it.
What You Should Do: If you like Sun hardware, continue to buy it. It's valuable, has it's place in the Enterprise and someone will eventually support/move it forward, even if it's not ORCL.
SOFTWARE
Solaris - It's a great OS, continue investing heavily. Oracle not being as OSS friendly may kill Open Solaris (or let it flounder). This would be a bad move politically though, so I would hope the project will continue.
Java -This will move forward (duh). The community essentially owns Java at this point anyway. If Oracle continues to do a good job facilitating it's evolution, which arguably Sun did well, they will gain points and appear a bit "softer". Having said that, .NET's evolution is IMO eclipsing Java's due to the focus of a single vendor, MSFT, at the helm (unlike Java having to appease multiple stakeholders). Oracle's business saviness may be what Java needs to focus the JCP to accelerate it's maturation. Right now it's definitely floundering in some areas (see EJB).
Database - Oracle wants MySQL dead, but there's no way they'll kill it and they'll probably figure out a better way to commercialize it. I think the project will fork, since a lot of the MySQL community probably doesn't trust ORCL. This will ultimately be a good thing, because I think we'll get another great OS DB alternative in addition to MySQL and PostGres.
Enterprise Software - There's a lot of it so here's a rundown.
- Sun's Portal R.I.P. it sucked anyway and doesn't hold a candle to Weblogic's.
- Sun JCAPS R.I.P. it's convuluted and Oracle's ESB/BPM plays are stronger.
- Sun Glassfish R.I.P. if Oracle was smart they'd release a community edition of Weblogic in it's place
- Sun Netbeans. Please kill it already. And kill JDeveloper while you're at it. Standardize on Eclipse as THE Java EE IDE platform and invest like crazy into it so the Java development environment can start holding a candle to .NETs (Visual Studio). Ask any developer who's played on both sides of the fence which is slicker (and for those of you crying for competition, Visual Studio IS the competition).
- Security Software: Sun Identity Manager will most likely merge with Oracle Identity Manager. Both have there strengths. Same goes with their Role Manager products. Sun Access Manager - R.I.P. Oracle Access Manager has a couple years on it.
- Sun LDAP - lives on. It's more hardened than Oracles (which really is a directory fascade on top of their RDBMS anyway).
- Sun iPlanet - who is still using this? OK, I know who is, why?
- What else am I forgetting?
OK, that should stir up enough controversy. Now tell me why I'm crazy in the comments below (or silently agree with me :-). And if you want to chat more on this, you can always contact me.
