By Jonathan Corbet
January 16, 2008
A few articles making predictions for 2008 had put an initial public
offering by MySQL on their list. The company had clearly been heading in
that direction for a while; sales were growing, venture capital was coming
in, etc. In the end, though, the MySQL IPO seems destined not to happen -
Sun Microsystems
got
there first.
The deal is structured as a full acquisition - Sun will pay about
$800 million for all outstanding shares of MySQL stock. In addition,
about $200 million in options will be covered, so, overall, this is a
billion-dollar deal. Not bad for a company which is based on free
software.
Sun is making the right noises about how this deal will work. There is no
talk of taking MySQL proprietary or changing its license. MySQL will
continue to be supported on all platforms, and not just Solaris. A series
of grants will be made to help university researchers advance the state of
the art in database management systems. There is a lot of talk about
continuing to support "the community," though details are (perhaps
necessarily) scarce. CEO Jonathan Schwartz says
that Sun will be working to improve "the rest of the LAMP" stack, though he
says nothing about the "L" (for Linux) part.
Chances are that this deal will be a good thing for MySQL users. Sun is
clearly making MySQL an important part of its overall strategy (in these
days, one does not toss $1 billion toward unimportant objectives) and
can be expected to continue - or accelerate - development of the system.
Sun's free software orientation is strong enough that the chances of parts
or all of MySQL going proprietary seem small. Indeed, nothing in Sun's
releases says anything about MySQL's commercial licensing business; the
emphasis appears to be strongly on support and services. So MySQL might
just become even more open than it is now.
Sun appears to be positioning itself to compete strongly with Oracle. Both
companies are working hard to be able to offer the entire software stack to
their customers. So Oracle's push into the Linux distribution business and
Sun's database venture are both aimed at having the same story for their
sales staff to tell: we, in some way, own and control all of the software
you are looking to run. No problems with incompatibilities,
finger-pointing, etc. As an added bonus, Sun will happily sell you the
hardware you need too. Do expect an increase in efforts aimed at moving
MySQL users away from the (Oracle-owned) InnoDB engine, though.
For Sun to sell that story, though, it will to have continue to push
Solaris hard as an alternative to Linux. Either that, or the company will
eventually find itself shopping for a Linux distributor of its own. Either
way, it seems likely that competitive pressures for operating systems (and
higher layers) sales and support are set to increase, especially in the
high-performance web server area. Red Hat, whose PostgreSQL-based database
offering appears to have fallen below the radar, may find itself scrambling
for a response.
Sun makes a big point of being able to sell the entire package, and there
is some truth to that. Processors, storage, systems software, database
software, programming languages, office suites, and more can all be had
from one company. What remains to be seen is whether this is really what
customers want. There is a lot of value in being able to integrate
components from multiple sources and not being dependent on a single
vendor. Your editor, who managed a transition from being an all-DEC shop
to an all-Sun shop some twenty years ago, is not convinced that those days
are worth going back to.
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