Dear Competition Commissioner: I am the Chief Executive and Technology Officer for OpenGamma, a financial technology startup located in the United Kingdom. I am writing to urge you to immediately and unconditionally approve the merger of Oracle and Sun. I have a long standing history with both the Open Source and Database communities, having worked for a number of database startups in the United States of America, as well as working at early-stage companies making use and refining a number of Open Source technologies. I also have experience working at Oracle during a summer internship while I was attending the University of California at Berkeley. Furthermore, in my more recent career as a consumer (rather than producer) of database technologies, I have setup and managed numerous, large MySQL installations, including one with more than 10 nodes and 150GB of active data (and several terabytes of archive data) in the financial services industry. I have also been a customer of Oracle's database technology for systems even larger. In my mind, there is no logical reason to reject this merger based on considerations for the MySQL technology. First of all, as a consumer of database technologies, I can tell you that Oracle and MySQL simply do not compete in the marketplace. While customers have replaced Oracle with MySQL, the applications based on Oracle that were ported to MySQL were never good candidates for Oracle and would have been ported to another database engine in due course as Oracle moves to the highest end of the market. Customers have numerous options for porting their applications off of Oracle onto a lower-cost database engine; MySQL simply has the most brand recognition in this space. Furthermore, MySQL has been used as a pricing lever by Oracle customers rather than an active option for migration. That implies that Oracle's ownership of MySQL might see a reduction in competition for Oracle's core product, but there is a flourishing Open Source database market these days (which there wasn't when MySQL was originally created): Ingres, Firebird, LucidDB and PostgreSQL are all far more applicable to the Oracle customer base than MySQL is. Even if MySQL development were to come to an immediate halt, this wouldn't harm consumers in a such an extremely competitive environment. However, the continued uncertainty over the Sun acquisition is potentially far more anticompetitive for consumers of technology as a whole: Sun has a number of competitive products with far greater applicability than MySQL (including their storage, networking, and computer chip technology). Allowing those products to die because Sun ran out of cash during this phase of its life would be extremely and permanently damaging to the overall computer industry inside Europe, and reduce competition significantly. Delaying this merger over the matter of MySQL would result in far greater anticompetitive results to European consumers of computing technology than even the worst case arguments of biased, self-interested advocates in this matter. Thank you for your time, and once again, I urge you to approve this merger unconditionally and without further delay. Sincerely Yours, Kirk Wylie
Chief Executive Officer
OpenGamma
Showing posts with label Databases. Show all posts
Showing posts with label Databases. Show all posts
Monday, December 14, 2009
My Open Letter to the European Competition Commissioner
Monty urged me to help save MySQL. I couldn't possibly refuse such an offer.
Thursday, December 10, 2009
Document Stores: Please Give Me A Standard API
Although I'm a long-standing RDBMS guy (having worked on Broadbase, Kidar, and Eigenbase/LucidDB [indirectly through Kidar and Broadbase]), I'm quite excited by the emerging document-oriented database movement. While I'm not a pure "SQL is bad and old-economy and you should throw it away" guy, I do think that document stores, like their Hierarchical Database precedents, have their uses in modern architectures. In particular, practical (as opposed to theoretical) aspects of the use of a hierarchical/document model allow for advanced scalability and performance optimizations to be made for modern scale-out architectures.
That being said, even though we're at early stages, I think the major proponents of the technique need to learn from the RDBMS guys in one important aspect: unified APIs are key to widescale adoption.
If I'm writing an application that's going to be backed by a relational database, if I'm in a sensible programming language, I've got a standard API that I can code against: JDBC, ODBC, ADO.NET, et. al. It doesn't shield me entirely from differences in the underlying database implementation (or else there would be no opportunities for product differentiation), but it makes those differences minimal and relatively easy for a software developer to abstract.
Ditto for message oriented middleware: I can use JMS at the code layer, or AMQP at the network layer (and thus at the code layer as well). While different MOM implementations have underlying differences, which are particularly obvious if I want to push the technology to its limits, the product-specific differences are noticeable in the breach rather than in the general.
This isn't the case right now for document stores. I know that MongoDB and Riak and CouchDB and SDB and others (which I'm sure commenters will point out below) are pretty darn similar in their functionality. I know that the conceptual models are relatively similar. I know this logically. But I still have to do custom code for each one for my own application.
With multiple implementations out there, and with users (e.g. me) looking at the different systems and seeing them logically similar, it appears that it's probably time for the teams to start working together and come up with a code-level API that I can code against, much like JDBC or JMS. While this might seem like early stages for such an effort, trust me, it'll greatly lead to increased adoption because the perceived costs of evaluating different implementations will be greatly reduced.
It doesn't mean that you can't differentiate; it doesn't mean that you can't be superior or inferior to other implementations. But it does mean that I, as a consumer of these systems, can more easily support multiple implementations. And if I can do that, I'm more likely to move to one in the first place.
Wednesday, October 28, 2009
Monty's Almost Certainly Looking For Investment
Remember how I predicted that Monty was attempting to create such an untenable situation for Oracle that they had to dispose of the MySQL IP and put it into his hands? Remember how all of Monty's protestations were based on the fact that he doesn't have the money to buy it? Remember how I said that he might not have it now, but could probably raise it?
Yeah. He's trying.
From Reuters, Florian Mueller is touring Wall Street:
EU strategist who is former MySQL shareholder and adviser announces Silicon Valley press conference (26 October) and New York City analyst briefing (27 October) -- Florian Mueller wants to "explain positions of critics of proposed transaction in the lion's den" -- New York event due to "strong Wall Street interest in the matter."There haven't been any protestations from Wall Street that I've seen that they're unhappy with Oracle acquiring MySQL. Rather, this has been a European affair as Monty tries to get the EU to interfere in industrial policy for his own personal benefit. So why in the world would you send your sockpuppet to Wall Street to explain any positions? What interest would Wall Street have in the matter other than to provide funding? You might argue that he's going there to talk about the position they're taking with the EU competition commission because there are lots of people who own Oracle and/or Sun stock, and might be interested in the matter. But I think a much simpler story is at least as likely: Florian is attempting to drum up a capital raise to acquire the MySQL IP to make the problem go away for Oracle, and to convince Oracle and Sun shareholders that Monty and Florian will do whatever it takes to block the acquisition so that they'll tell Larry to let go. Add to the Look at the Balls on that Guy category: Florian Mueller.
Wednesday, October 21, 2009
Monty, Stallman, MySQL, Oracle, and Sun: Open Letter Wars
I've tried to confine my ranting about the current state of the Sun/Oracle/MySQL debates to my Twitter feed, but I think I need to do more than the 140 character limit allows.
Background On Recent Moves
In case you haven't been following the state of play, we've got two recent open letters sent to the EU competition commissioner:- RMS, Knowledge Ecology International, and the Open Rights Group came out as strongly opposed to allowing the Sun/Oracle acquisition to proceed as long as MySQL was part of the acquisition.
- Monty suggested that Oracle be forced to sell MySQL as part of the Sun acquisition.
Competition and Acquisition
First of all, let's directly address the core matter at hand, which is that Monty, RMS, and the various others appear to believe that the Database market is hopelessly consolidated and were Oracle to get its hands on the copyright to the MySQL source code that would be bad for competition. This, to be honest, completely and utterly disregards the actual history of the database market, which has always been one of consolidation and benefits to the consumer:- Illustra, a Berkeley spin-out, was bought by Informix
- Informix was bought by IBM
- RedBrick was bought by IBM
- RDB was bought by Oracle
But MySQL Is Special
With all due respect, no it isn't. Let's consider the pseudo-market for Open Source databases. We've got:- MySQL and its various derivatives (like Drizzle)
- PostgreSQL and its various commercial/supported versions
- Ingres
- Firebird
- LucidDB
Oracle Is A Bad Acquirer
First of all, let's get the obvious out of the way: Oracle bought BerkeleyDB, and continued to enhance it; Oracle bought InnoDB, and continued to enhance it. At no point did they crush them to drive Oracle database revenues, or change the licenses, or stop forward momentum. So when you look at the actual track record of the company, they're in the clear. But they might do, because they're an evil, scary corporation that MySQL turned down once before (from the Stallman piece):Oracle made an earlier effort to buy MySQL in 2006, but the management rejected Oracle's offer, in part because Oracle would not disclose its plan for MySQL, and some members of the MySQL management team were concerned that Oracle was only acquiring MySQL to curb its advances in the marketplace.I know a number of people involved with MySQL when it was an independent organization. While there were people who worried about that fact, senior management wasn't. More importantly, Monty was willing to sell MySQL to Oracle in 2006 for the right price. The use of the words "in part" there are telling, because the primary consideration that MySQL's senior management had wasn't some happy-clappy love for the Libre Software Movement, it was money. I'm sorry, but I fail to see what's changed in between 2006 and 2009 except that Monty is a whole heck of a lot richer. Why in 2005 and 2006 were offers ultimately rejected from Oracle based primarily on money, but now Oracle is an evil corporation that can't be trusted with MySQL? Larry's the same guy he was then, Oracle has bought BEA but they don't compete in any way with MySQL, it's the same company. Why would Monty trust Oracle back in 2006 but not now?
Force Oracle to Sell MySQL
This is Monty's solution. And it's cunning. It's particularly cunning that he says repeatedly that the obvious Monty-connected acquirer, Monty Program AB, lacks the funds to do such a purchase. Again, a half-truth. MySQL was worth $1Bn in early 2008. Since then markets globally have tanked, but MySQL has had some good commercial strength recently within the Sun organization. So let's conservatively say that it's still worth $1Bn. Let's then say that Oracle values the acquisition of Sun highly enough to let MySQL go for less, and do a 20% haircut to $800MM. Who's got that kind of money to acquire?- Microsoft. You think Stallman and Monty would be happy with that? No.
- IBM. #2 in the database market. Erm, raises same issues that Oracle would.
- Sybase has the market cap (super-recently) but not the cash.
- Red Hat has the market cap, but not the cash.
- Novell lacks the market cap and the cash.
- Computer Associates has the market cap and the cash, but is the place technology goes to die. They also have Ingres to work with.
- VMWare has the market cap and the cash and an acquisitive streak, but would MySQL really fit into their product strategy? I can see Spring driving people to vCloud, but can't even fathom the same kind of strategic benefit for MySQL.
- Symantec has the market cap and the cash, but their storage work has been pretty solidly focused on backup and low-level storage these days.
Consider The Sources
So let's look at the motivations of the major current players. Stallman is irrelevant to any commercial discussion. His press release essentially says "I don't like the GPLv2 anymore, even though I wrote it, and it would be better if MySQL was under the GPLv3." Tough. Furthermore, RMS has no commercial experience of any kind. I fail to see how someone who has never even worked for a profitable commercial enterprise could be considered knowledgeable about how an acquisition would affect the marketplace in an anti-competitive way that harms consumers. Furthermore, RMS' press release completely belies his previous positions regarding the possibilities for commercialization of GPL projects. He's stated in the past that offering dual licensing is only one of many ways that you can make money with the GPL being the dominant licensing model. Why all of a sudden does he believe that this is the only possibility for MySQL? Why is he so adamant that without that ability, there's no ability to derive commercial revenue from MySQL? Monty has been slinging FUD about this acquisition for months. He was such a disruptive element inside Sun that they released him from his Non-Compete just to make him go away. Given that he's an extremely rich, disgruntled ex-employee and project founder, he has personal reasons and financial ones (under the Monty Program AB umbrella) to cause as much disruption to this deal as possible. I've said it before and I'll say it again: Monty has been playing a long game here, and I think he'll be obstructive to any potential move that Oracle would make with MySQL until the IP is under his control.Personal Opinions Should Not Drive Competition Policy
Ultimately, you can sum up the entire argument against the Oracle/Sun acqusition due to the MySQL situation as:- We don't like Oracle owning the MySQL IP
- Therefore, don't let Oracle own the MySQL IP
Labels:
Databases,
Investment,
Open Source,
Software Business
Wednesday, May 27, 2009
Monty Bites The Hand That Fed Him: Part 2
(Take a look at Part One of my Monty-Watch for some background as to what I think about the situation).
So Monty Widenius and Peter Zaitsev did an interview with Matthew Aslett on the creation of the Open Database Alliance. It's well worth a read.
For the record, I don't want anybody to conflate my opinions on what Monty's done with anybody else associated with the Open Database Alliance. I actually think that having such an organization ex-Oracle to make sure that there's a unified voice for everybody working (and attempting to make money) from the MySQL ecosystem, outside the current corporate owner of the MySQL brand, is a Good Thing (and something I think other projects with a single major corporate sponsor may lead to in the future). As such, having a place for all the various consultancies and technology providers to work together to ensure their interests are looked after is a pretty useful and innovative thing.
However, let's play "Look At The Balls On That Guy"!
Actual Quote Time:
I have, however, offered Oracle a partnership with Monty Program Ab, under which Oracle could get access to some of the critical developer resources Monty Program Ab has available. Monty Program Ab could also help Oracle with their open source strategy and serve as a ‘trust creating’ entity between Oracle and the open source developer community. Oracle has however not yet responded to this.Kirk's Translation:
I have hired all of the people that ever worked for me when I stormed off from Sun in a huff. Now you may have the MySQL brand name and core IP, but I have all the engineers. Furthermore, I've been sowing as much FUD as I possibly can when, quite frankly, you haven't done anything directly to harm the interests of the MySQL community. If you want me to publicly step down from the FUD-slinging, I have a bank account to which you can send some [more] money.Anyone who doubts the actual motivations of Monty's recent efforts should read the real quotation (as well as my translation). I think it speaks volumes about what he's attempting to achieve here, which is quite simply to spread enough FUD about Oracle's relationship to MySQL that Oracle feels like it has to engage in some type of action to bring Monty back into the fold in some form, which would involve some type of cash money payment. There really is no other conclusion possible for someone who says, in no uncertain terms: I have all the core developers; I've damaged your relationship with the core community; You could pay me and make the problems go away.
Friday, May 15, 2009
How Many Times Can Monty Sell MySQL?
UPDATE 2009-05-27: Monty's spoken to Matt Aslett, and I've responded.
COMMENTARY UPDATE 2009-05-27: If you're just reading this for the first time, after posting this it became clear (through back-channel to me) that Sun did have Monty under an Non-Compete, and chose to allow Monty to get out of it. I've commented about that in the comments [which you should really read] and in the Proggit thread. I still think Monty's actions are pretty bad looking even given that, but you should understand that there was a Non-Compete, and Monty was let out of it by Sun, before you read the original article below.
I've been thinking this since it was announced, but Monty's current attempt to monetize MySQL by hamstringing the eventual owner of his original attempt is really quite, ahem, ballsy. For a much less ranty analysis with quotes from M-Dawg himself, see Stephen O'Grady of RedMonk's writeup.
Let me give the Kirk "worked for 3 database companies and founded one expressly to compete with MySQL" Wylie synopsis:
[2]: Clearly more than once.
[3]: Hence I am totally unqualified to comment here. I'm doing so anyway, because if you keep reading, this turns less Monty-directed and more general-parable.
[4]: There's a reason nobody ever saw the code for my Compete-with-MySQL Open Source Database startup.
[5]: I'm not actually accusing Monty of this, and nor do I believe it to be the case (believe it or not). I think there's something else going on here. But I could see that some people might think that unethically, and you really shouldn't.
[6]: Yes, there are ways to structure this, usually during the M&A stage, by having deferred payments to the founders which don't trigger if they fork for some period of time, that even comply with California and UK restraint-of-trade law.
- Monty writes MySQL way back in the day, largely so that he has a database system which doesn't have any of the complex features of an RDBMS that make it work well (you know, referential integrity, transactions, views, proper metadata support).
- People start using it, largely because it's Free-as-in-Beer (this was back in the days of minimum $100K Oracle buys just to run a simple web site), but also because it's easy to setup and administer (which Oracle/Sybase/SQLServer/DB2 were not).
- Monty wants to get rich.
- In an effort to get rich, he takes a boat load of VC funding to push MySQL from being a small open source collective to a Real Company.
- VC funding requires a business model that has real revenue behind it.
- Company adopts a split licensing model (which pissed off a lot of people at the time), and starts being effective in attracting revenue and very, very smart people as executives.
- Monty's dreams of success are realized when Sun pays a king's ransom for MySQL.
- Monty wants to have his cake [1] and eat it too, and gets all pissy and storms off in a strop and founds an attempt to get rich a second time on the same project.
- Oracle buying Sun means people take this attempt even more seriously and he attracts people who never liked the post-VC-funding MySQL business model in the first place to the cause.
f(Cake + Eating) == Cake- He fundamentally doesn't agree with a split licensing model and thinks it's doomed to failure. I really hope this isn't the case, because if it is, he was acting disingenuously at best when working for the Original Monty MySQL-Based Get Rich Scheme, by supporting a model that he didn't believe in.
- If we invest in an Open Source company, the most likely outcome is an acquisition by another firm.
- If founders of projects make it a habit of storming off to fork their invention because they don't like the monetization model they helped establish, other firms are very unlikely indeed to buy Open Source companies.
- If other companies are unlikely to buy Open Source companies, our return on investment in them will be much lower.
- Therefore, there's no point in looking at them.
Footnotes
[1]: By cake, I mean chedda/dead presidents/papa. Cash money, yo.[2]: Clearly more than once.
[3]: Hence I am totally unqualified to comment here. I'm doing so anyway, because if you keep reading, this turns less Monty-directed and more general-parable.
[4]: There's a reason nobody ever saw the code for my Compete-with-MySQL Open Source Database startup.
[5]: I'm not actually accusing Monty of this, and nor do I believe it to be the case (believe it or not). I think there's something else going on here. But I could see that some people might think that unethically, and you really shouldn't.
[6]: Yes, there are ways to structure this, usually during the M&A stage, by having deferred payments to the founders which don't trigger if they fork for some period of time, that even comply with California and UK restraint-of-trade law.
Monday, April 27, 2009
Sybase JDBC Drivers Ignore Your Database Selection
A very common strategy in doing database-driven functional tests is for each user to have their own database instance on a shared test machine. This means that they can do whatever they want on that database instance without impacting other users, and that multiple people can run potentially destructive test cases simultaneously.
A common approach to handling that is to append the user name to the database name, and use a system property to choose the correct database instance for that test run (for example, naming your
DataSource bean in your Spring context.xml something like db_${user.name}). You then have the JDBC connection declared to have the user name in the connection string (a la jdbc:foo:bar:blahblahblah/myapp_${user.name}). All works great.
Except with Sybase.
In its voyage of annoying developers who have to use their managed language drivers (the C#/ADO.Net ones are particularly noxious), Sybase have decided to screw you by ignoring this parameter when it's not valid.
The Sybase low-level protocol for this scenario largely consists of the following steps (completely simplified):
- Connect as user Foo
- Connection is now bound to the default database defined for user Foo
- Issue a
use correct_databasestatement - Connection is now bound to the database specified in step #3
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