06.21.02
Putting the Pieces Together
At first blush, the latest flurry of announcements from Novell, HP, IBM, and Sun appears as yet another indicator that the Java market is consolidating. On the contrary, we view this as evidence that vendors need to piece together critical mass technology to deliver business solutions that customers find compelling.
Novell, which reinvented itself on directories, hit the wall because the technology had limited usefulness as standalone product. The goal of directories — single sign-on — was expensive, virtually impossible to accomplish, and even harder to cost justify. And, as standalone product, it needed too much integration. With the just-announced SilverStream acquisition, Novell might have the technology to resolve the integration part.
Conversely, HP always had the technologies, but couldn’t put them together, and worse, proved speech-impaired when it came to articulating what they were about. HP practically invented web services with eSpeak, but did they tell anybody? In buying Bluestone, they had the chance to mount a real web services platform. Instead, they let IBM and Microsoft seize the agenda. We should have seen the handwriting on the wall when they threw Bluestone into the cryptically titled “Middleware Division.” So who’s surprised that they’re chucking the software business?
Compared to HP, communication is hardly a problem for IBM. They just spent a day reminding us once again that, yes, they have a strategy to make WebSphere an integration platform, plus a technology roadmap for their integration tools — MQSeries, MQ Business Integrator, and CrossWorlds. One thing goes without saying: they’ve got thousands of consultants waiting to put it all together for you. No wonder IBM wins the contracts.
Sun’s announcement proved the most substantive: that it was finally putting some meat into Sun ONE. Although the central player in Java, Sun has lagged in using Java in its own products. Sun has finally put Java and J2EE 1.3-compliance into the appserver; thrown in some blinding fast HTTP processing from its webserver; and is promoting its Directory/Identity solutions as the essential building block for selling useful business services over the web. Plus, Sun ONE finally has a new management team with real software background. Reminds us of IBM Software 3 or 4 years ago, minus the revenue base.
None of this is about the status of the Java market, because there is no Java market. The real market is enterprise integration and business services deployment. Yes, the right technology pieces must be in place and, as we previously noted, investment protection must be solid. But at day’s end, the sell isn’t technology. Anyway, whether integration or whatever is done with Java, .NET technology, or web services is irrelevant.