Re: [pgsql-advocacy] Oracle buys Innobase

From: Chris Travers <chris(at)travelamericas(dot)com>
To: Chris Browne <cbbrowne(at)acm(dot)org>
Cc: pgsql-general(at)postgresql(dot)org
Subject: Re: [pgsql-advocacy] Oracle buys Innobase
Date: 2005-10-17 18:28:47
Message-ID: 4353ED5F.6070700@travelamericas.com
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Chris Browne wrote:

>tgl(at)sss(dot)pgh(dot)pa(dot)us (Tom Lane) writes:
>
>
>>I've been trying to figure out what it is that Oracle gets out of
>>this, assuming that they don't see MySQL as a serious threat to
>>their core business. The most they can do is force MySQL AB to
>>waste a year or so reimplementing something equivalent to InnoDB;
>>which would hurt them but it's hardly likely to kill them. But with
>>your scenario Oracle might actually make money out of the deal,
>>which makes it make some sense.
>>
>>
>
>Well, Jan and I were puzzling over the whole "why MaxDB?" thing, and
>the only way we were able to rationalize MySQL AB's involvement with
>THAT was the theory that MySQL AB wants to become an alternative DB
>backend vendor for SAP R/3.
>
>Oracle is the main player there, and has been for a long time.
>
>The whole thing about SAP AG buying up SAP-DB (which has become MaxDB)
>was that they were "gaming" with Oracle over database licenses.
>Having their own "free" alternative to Oracle represented a useful
>tool when in license negotiations.
>
>
Interesting thought. It also explains Oracle's additional market
pressure against MySQL AB....

>Where MySQL AB seems to fit into this is that they have a "barely
>functional" DBMS engine that nonetheless happens to be nearly
>functional enough to be usable as a backend for SAP R/3.
>
>They were pretty proudly announcing at OSCON 2005 that they had enough
>functionality to support R/3...
>
>
Was this MaxDB or MySQL?

>If MySQL AB has an *actively maintained* (unlike SAP-DB) database
>engine, that makes them attractive to SAP AG whether as a business
>partner or as a buyout target. Either could be quite attractive to
>owners and venture capital providers alike.
>
>Of course, if the "ability to support R/3" requires InnoDB stuff, then
>this means Oracle just did a nice job of cutting off this strategy...
>
>
Even if it doesn't require InnoDB... Cast a long enough shadow on MySQL
AB and that active maintenance of MaxDB will be harder to justify. I.e.
death by asphyxiation will kill any project or company. My predictions
are that Oracle will try to drive up the costs of MySQL and then when
the company starts to flounder, will buy it for pennies on the dollar.
If they are actively maintaining MaxDB, well, this just cut the knees
out from under that.

Also, what Oracle has done is cast enough of a shadow on MySQL to make
them a very unattractive buyout target. This is a very interesting move
by Oracle... It will be interesting to see where it goes....

Best Wishes,
Chris Travers
Metatron Technology Consulting

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