Posts by zvonr

Well Oracle attitude towards their customers already came out of this ...

from blomberg news:

“Let the bastards dream of reducing their maintenance fees,” the Oracle executive wrote, according to an Aug. 5 SAP filing citing a deposition. “I just finished telling Toyota that we’re not going to reduce their bill. Not only that, but they need to buy more software from us!”

SAP said in the filing, “That attitude contributes to customers leaving plaintiffs’ support.”

Now if I am IBM sales, I would be knocking on Toyota's door...

linux will be replaced by solaris in the exadata systems

http://bugs.opensolaris.org/bugdatabase/view_bug.do?bug_id=6965606

fix for a "solexadata_demo"

expect more benchmarks after further solaris optimizations

http://bugs.opensolaris.org/bugdatabase/view_bug.do?bug_id=6778289

IBM acted unethicaly and damaged Sun

from http://www.sec.gov/litigation/complaints/2009/comp21255.pdf:

H. Insider Trading in SUN

84. Moffat, IBM's Senior Vice President and Group Executive, Systems and

Technology Group, conveyed to Chiesi material nonpublic information about SUN's Q2

2009 results in advance of SUN's January 27,2009 earnings release.

85. In January 2009, IBM was conducting due diligence on SUN in

contemplation of a possible acquisition by IBM ofSUN. Pursuant to a confidentiality

agreement between IBM and SUN entered into as part of that process, SUN provided

IBM with its Q2 2009 earnings results in advance of the January 27, 2009 announcement.

Moffat was involved in IBM's due diligence of SUN, and as a result had access to SUN's

.earnings results.

86. Chiesi and Moffat, who are friends, contacted each other repeatedly during

January 2009, with the frequency of contact between the two increasing significantly just

prior to the SUN earnings release.

87. Moffat was one of a group ofIBM executives on the preliminary due

diligence team arriving at a designated location to conduct due diligence on SUN on

January 19, 2009. Moffat contacted Chiesi at home that evening, and had several

conversations with her over the next several days. In the course of one or more of these

conversations, Moffat provided Chiesi with material nonpublic information concerning

SUN's Q2 2009 earnings.

88. On Monday, January 26, New Castle began acquiring a substantial long

position in SUN. On January 27,2009, after the market close, SUN reported its Q2 2009

25

earnings information. SUN's performance substantially exceeded consensus estimates,

including higher revenue and margins, posting a $0.02 per share profit whereas consensus

estimates called for a loss of $0.09/0.1 0 per share. SUN's shares rallied on the news,

rising 21 %, from a January 27 close of$3.99 per share to a January 28 close of $4.86 per

share, generating profits of nearly $1 million for New Castle.

89. On January 28,2009, Moffat transmitted to SUN, on behalf of IBM, a

preliminary proposal to acquire SUN.

90. Moffat also tipped Chiesi to material nonpublic information about IBM's

quarters ending December 2008 and March 2009 that he obtained by virtue of his

position at IBM, and Chiesi traded on the information she received from Moffat on behalf

ofNew Castle. Finally, Moffat tipped Chiesi to material nonpublic infoITIlation about the

AMD Transactions described immediately below that Moffat obtained by virtue of IBM's

participation in the deal, and Chiesi traded on the information she received from Moffat

on behalf of New Castle.

Now we know who probably leaked the merger information and damaged Sun and its shareholders.

@Matt

Folding Solaris into Linux? Do you think they will also fold Oracle DB into Mysql ?

What are you smoking?

It is quite simple what Oracle will do with Solaris, it will position it as the high end, reliable, highperformance UNIX. They will charge more for Solaris than for Unbreakable Linux, Unbreakable Linux will be kept to undercut Redhat pricing, lure customers. This is preety much how IBM positions AIX or HP positions HPUX.

What Oracle will also do is gradually decomission and replace all their internal Dell, HP, IBM kit with Sun kit.(See how HP is gone from DB Machine)

Oracle is a bussiness, it is not a charitable organization.

@Matt

BTRFS does a better job than ZFS ?

Can you name one thing it does better? (besides crashing and loosing data)

BTRFS is not production ready and Oracle's future interest in developing it is highly questionable.

If Redhat wants to avoid being replaced by Solaris, it needs to throw in some money at BTRFS development. Oh wait but then Unbreakable Linux gets it too, and Suse Linux too.

So what is left is to create the "Aliance of the willing" and we will get something similar to systemtap.

Solaris is better than Linux

Fact: Memory management in Linux sucks

Implementation is reminiscent of solaris 8. (see linux hugepages, and try to find something like ppgsz on Linux)

False statement: Linux is cheaper.

Solaris ZFS compression allows you tu build faster solutions with half the number of disk drives. reducing initial and operating expenses.

Linux's lack of binarry compatibility will cost you dearly, adding a lot of aditional work and complexity to your upgrades. Saving a few pennies will cost you dearly.

Trust is good control is better

Apache Harmony was IBM's attempt to gain control of Java from Sun

Oracle owns now 2 jvm implementations (JRockit),

I don't see any reason for them to do anything to help any IBM backed effort.

Let the fight begin:

http://www.oracle.com/features/sunoraclefaster.html

Oracle on Sun is faster than anything IBM has to offer

http://www.oracle.com/features/sunoraclefaster.html

What IBM, HP should be scared of is not Sun's technology, it is Oracle's sales force ....

10 petaflop computer will use sparc:

10 petaflop computer will use sparc also known as the world fastest cpu:

The system will adopt Fujitsu's SPARC64™ VIIIfx CPU (8 cores, 128 gigaflops), which is manufactured using the company's 45-nm process technology. As the world's highest-performance general-purpose CPU, the processor offers both performance and energy efficiency, achieving a computational speed of 128 gigaflops per CPU. The inclusion of an error-recovery function(7) also enhances its operability.

http://www.prdomain.com/companies/F/Fujitsu/newsreleases/200971874149.htm

Will see:

if they can deliver,

if IBM can keep up.

In case of HP, all it can do is just watch ...

@TeeCee, back to the kindergarten!

In case you ever bought a "thing" from a store, after you buy it you refer to it as "The Store's thing" or "My thing"?

Virtual BOX is a Sun product and every Sun shareholder owns a piece of it! Get over it!

Nobody can stop the X86 train :-)

not even Intel ....

@FUD spreaders

Funny how people here like to dis-inform...

Everybody calls the Rock CPU from sun, dead, shelved or whatever .... meanwhile opensolaris got support for this dead processor in snv_100, gets bug fixes for it (http://dlc.sun.com/osol/on/downloads/b111a/on-changelog-b111a.html). Pretty good for a dead processor...

the facts are: as of last week Rock is NOT dead.

@Matt Bryant: get your head out your a**, you might notice that there is other options than HP ...

@Matt Bryant

Matt you showed again that you have no clue whatsoever what you are talking about.

Sun's revenue is not negative you monkey! (http://finance.yahoo.com/q/ks?s=JAVA) (earnings != revenue)

Are you taking analyst reports seriously you monkey? I certainly wish you listened to "star analyst" David Bailey from Goldman Sachs and shorted java in february.

Get your head out of your a**! (you might notice that there are better options than HP! )

@AC Solaris is part of the reason why Oracle acquires Sun

Solaris already has what Oracle tried to add to Linux (BTRFS, SystemTAP).

Oracle will probably start promoting Unbreakable Solaris instead of Linux.

Oracle will continue to contribute to Linux to make sure their applications run well, but I am not sure about their commitment to generic projects like btrfs and systemtap .... since these projects benefit their competition too...

about big blue: "they're much more attuned to the requirements of open source users"? GIVE ME A F*****G BREAK, their only attuned to make PROFITS!!!! As it should be!

Oracle will have a better product than IBM on every layer:

OS: Solaris > Linux +AIX

Platform: JAVA + JRockit > ?

App Server: Weblogic > Websphere

Database: Mysql +InnoDB +Oracle > DB2

..................................

This is a big shift in the tech world...

the Board unanimously rejected the buyout offer

SEM bought the Sun shares for 12+$ a share, they have 2 board members...

Sun has 12B revenues / year and IBM thinks its worth 7B? The market thinks Redhat is worth $4.5B with revenue of 0.5B...

Linux is facing significant presure from opensolaris, it's "loosing mind share" as stated on: http://lkml.org/lkml/2008/10/8/240 and these is from the guys who develop it, and not fanboys...they know more that Matt Bryan :-)

The SEC is looking to reintroduce the uptick rule, that impacts Suns share price and whatever the shareholders will accept from a suitor...

This is not the first time IBM tries to purchase Sun....

This is not over...

Who knows, maybe somebody else will make a better offer

I would have been quite surprised if somebody else would have not made a bid at least to make things more expensive to IBM. (like Garmin did to Tom Tom). IBM and Sun merging would have changed the market significantly ....

SEM bought Sun in average for more than 12$ a share.. I doubt they would like a 9.5$ a share unless Suns last quarter numbers are horrible(quite likely) ...

I would like an official statement ... all this rumors are definitely not good for Sun..or maybe they were done on purpose to attract another bid? ....

It's all about HP...

HP's after EDS acquisition is a threat to IBM. And IBM's Open Source "love" will be tested.

With Sun in IBM's hands the competitive landscape changes significantly...

IBM's Linux support does not make so much sense anymore since it strengthens it's competitors HP and Dell, even Red Hat (Jboss vs Websphere).... One example: IBM has engineers in the System TAP team, while HP and Dell have none, does this make sense for IBM? HP and Dell kill IBM in the X86 server market, selling Linux servers without spending money on developing Linux... also Linux will not be needed to undermine Sun anymore...

Apache Harmony will have some problems, it will be hard to justify those IBM headcounts working on that project...(project that beside providing the java libs to Android will become useless to IBM). Apache Harmony will not be needed anymore to undermine Sun, IBM will have everything they need and it will not make sense for them to share it with their competitors...(unless they pay for it)

Sun's products that are not profitable and have no future will be shut down as they should.

Sun Industry influence was a lot larger than its revenue, IBM will benefit tremendously if they are doing the acquisition right. If I would be Cisco,EMC, Oracle or HP I would be worried about a Sun + IBM combo...

These leaks to the press are probably done to bring in another bid ... and frankly they should at least bring one to make the acquisition more expensive for IBM (like Garmin did to Tom Tom's Tele Atlas acquisition...). IBM + Sun is serious competitor...

Gnome is the UI in opensolaris too

in opensolaris you have a neat Time Slider plugin for nautilus that puts the power of ZFS in the "normal" user's hand.

this one feature is quite inovative and is not present in windows or linux, only mac has something similar called time machine, but it requires a extra harddrive...

@David Halko, right on...

Nice to read a comment that makes sense...

IBM outsourcing Idea

I heard the IBM US workers are offered jobs in India...

Now I have a Idea, Since 2/3 of IBMs revenue comes from overseas, why not relocate IBM management and headquarters to a lower wage country, This way the savings on CEO, VP salaries can be significant, and improve overall margins... Also the added benefit is that the leadership can be closer to the "front" and be able to better do their jobs...

Leadership by example is the only way to lead!

Who listens to Michael Dell ?

I remember Michael Dell saying about Apple:

"What would I do? I'd shut it down and give the money back to the shareholders,"

Who listens to him? If you do the opposite he recommends you will probably win big...

All Dell needs is something more serious than: http://techreport.com/discussions.x/16606

and you will see people taking another look at sparc...