Bye, Bye Borland

After the sale of its development tools division to Embarcadero in 2008, Borland kept only the tools dealing with requirements management and software testing. This didn’t improve its financial situation and finally Borland sold itself to MicroFocus. This was a sad end for a brand that accompanied software developer for more than 25 years. Software requirements have always been a secondary topic in the software development tools world and the trend towards agility hasn’t improved this. Now you can manage user stories with paper cards and a board. Approaches like UML are declining and you will find few items dealing with them in today’s programmers waterhole like dzone.com or stackoverflow.com, The end of Borland is just the symptom that this world is difficult for requirements tools vendors.

Oracle Buys Sun, WMware Buys Spring and You Buy Software

With a little bit of irony, just one year after having bought MySQL, Sun was acquired by Oracle. It is difficult to judge a deal that is not completed yet as the European Commission is still examining the merger. I am however afraid that the business and financial objectives of Oracle will largely lead to the reduction or the end of most of the Sun open source efforts and a serious slowdown in MySQL evolution.

Just after the future of Java becomes a topic of discussion after the deal between Oracle and Sun, WMware decided to acquire SpringSource and to give to this entity a stronger platform to promote the Java language. Since then, SpringSource has launched its Tomcat server version, Enterprise Java Cloud and Spring Roo. Previously it had acquired G2One at the end of 2008 and thus the control of the Groovy and Grails products. It is now surely the most important active player for Java software development tools.

Google is (also) a Software Development Tools Company

Google domination in the search engine world is well known, but as far as developers are concerned, it is amazing how Google is quietly occupying more and more space. Here are some of the software development initiatives of Google:
* Google App Engine
* Google Web Toolkit GWT
* Go Language
* Google open source projects forge
* Google I/O Conference

Google seems to have understood that besides the content, it should also be active in the plumbing that runs the Web. This is why software developers should be interested in what Google does in this area. You could do this following some blogs like the Google Code Blog and the Google Testing Blog. You will see that besides the well-known projects, Google releases a lot of interesting open source tools created by its development team.

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This is an expensive acquisition for VMware… even if the company is rich. Its GAAP net income for the full fiscal year 2008 was $290 million for revenues of $1.9 billion. You can compare this to the estimates of SpringSource revenues that are between $10 and $40 million. Basically, WMware is spending more than its full 2008 income to acquire a company at more than ten times its current revenues. The rational behind this is to create the ultimate “Java in the Cloud” infrastructure. In the SpringSource blog , the CEO of SpringSource Rod Johnson wrote “Combined with VMware’s vSphere and other cloud-enabling technologies, we can innovate in frameworks and infrastructure to deliver a joined up experience. SpringSource application frameworks, servers and management software can give the VMware platform eyes and ears throughout the stack, allowing it to apply its uniquely advanced ability to migrate workloads and manage VMs for maximum efficiency and minimal hardware resource cost. SpringSource rapid development frameworks and tooling can provide developers with the ability to move from code to cloud in minutes. All of this with the quality you can expect from both companies, and the ease of use you can depend on from Spring technologies.”

I view this acquisition as a risky bet on the future. The market of applications as services on the net is still in its infancy and it is difficult to have a good estimation of its potential…. except if you are an industry analyst wanting to sell an expensive report on how to profit from it ;o) This area is already crowded with a lot of competitions and some of the players (Amazon, Google or Microsoft) have also deep pockets and technology competencies. It could be also a problem for VMware as its software works on operating systems of other companies that could now see it more than a competitor.

In those that will benefit from the deal, I see primarily the SpringSource customers that should see their solution backed by a more financially strong company…. if the major brain resources will stay in the company (see how the core JBoss team exited the company after its acquisition by Red Hat) and keep some focus on existing products rather that being engaged only in creating the new cloud solutions. I think also that the Java community could be happy to have another major player that has interest in the evolution of the technology after Oracle acquired Sun. Finally, there are some happy venture capitalists like Benchmark Capital which invested $10 million in 2007 and participated to a $15 million financing in 2008.

In the camp of the losers, we can put competitors like Red Hat. Its JBoss division is now going to find a more important competitor if the SpringSource servers are backed by a larger competitor based on the same open source model.