451 CAOS Theory *
A blog for the enterprise open source community

IBM invests in EnterpriseDB

, March 25, 2008 @ 9:14 am ET

While this year’s OSBC event has actually started yet, the big news on day one looks set to be EnterpriseDB’s announcement that IBM has joined existing investors in a $10m Series C funding round (EnterpriseDB also announced its new Postgres Plus strategy and the open sourcing of GridSQL). IBM’s investment in EnterpriseDB is particularly fascinating [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (6) Categories: Funding,M&A,Software

Is FOSS heading for an identity crisis?

, March 12, 2008 @ 6:30 am ET

In his recent Forbes article Cash Me Out (by way of The Register’s Open Season) Dan Lyons likens the assimilation of open source into the mainstream IT industry to the incorporation of gay culture into mainstream culture. In his article, Lyons references The End of Gay Culture, an essay written by Andrew Sullivan and published [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (19) Categories: Licensing,M&A,Software

Further thoughts on the impact of licensing choice

, March 7, 2008 @ 6:48 am ET

I’m still kicking around the ideas suggested by Tim Bowden’s post, which suggested that the GPL is a better licensing choice than BSD for vendors establishing commercial dominance around an open source project. If you were to draw up a list of the most successful commercial open source vendors, I believe they would all be [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (6) Categories: Business strategies,Licensing,M&A,Software

IBM abandons solidDB for MySQL

, March 5, 2008 @ 5:15 am ET

Matt Asay has the news that IBM has taken the decision to discontinue the development of the solidDB for MySQL database engine following its acquisition of in-memory database specialist Solid Information Technology. The official announcement is here on SourceForge. As Dhiren Patel, community relations manager writes: “This in-memory technology, and not Solid’s open source offering, [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (5) Categories: M&A,Software

Sun hires Python developers – a prelude to further acquisitions?

, March 4, 2008 @ 10:20 am ET

Given Jonathan Schwartz’s proclamation that Sun will make further open source acquisitions, I’ve been putting some thought into likely targets and/or new directions opened up by the MySQL acquisitions. One likely target sector is the ecosystem of vendors that surround the MySQL database – such as clustering and HA software providers – as well as [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (3) Categories: M&A,Software

The impact of licensing choice

, February 29, 2008 @ 12:19 pm ET

Tim Bowden published an interesting post earlier this week about the impact that the choice of open source license has on the potential valuation of an open source vendor. Taking the MySQL and PostgreSQL databases as an example, Bowden wrote: “When it comes to takeovers and valuations, I think the role of GPL as a [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (9) Categories: Licensing,M&A,Software

Novell acquires SiteScape – what took you so long?

, February 14, 2008 @ 11:07 am ET

Novell has announced that it has acquired open source collaboration software vendor SiteScape for an undisclosed fee, adding team workspace and collaboration functionality to its collaboration software portfolio. The main question the deal raised for me is why it took so long. Novell announced an OEM relationship with SiteScape almost exactly a year ago but [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (3) Categories: Linux,M&A,Software

Citrix and XenSource, six months on

, February 8, 2008 @ 4:58 am ET

When Citrix announced its acquisition of XenSource in August 2007, 451 CAOS Theory argued that the huge multiple being paid had little or nothing to do with open source. “While this is exciting news for the XenSource founders, I don’t think the open source vendor community should get caught up in this excitement. It wasn’t [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (2) Categories: M&A,Software

Why MySQL sold out

, February 7, 2008 @ 7:32 am ET

It’s good to see MySQL’s CEO, Marten Mickos, explaining his reasons for abandoning the company’s IPO in favor of being acquired by Sun. What made him and the open source database company’s top brass change their minds (apart from $1bn)? Mickos lists ten factors that convinced him that Sun was the better option: “1. Jonathan [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (12) Categories: IPO,M&A,Software

Zimbra offers a timely reminder with version 5.0

, February 5, 2008 @ 4:28 pm ET

It’s good to see I’m not the only person concerned about Zimbra’s future in a world where Microsoft owns Yahoo. In fact, the open source collaboration firm offered a timely reminder that it is part of the Yahoo empire with version 5.0 of its Collaboration Suite, prompting many more people to wonder about the project’s [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (1) Categories: Licensing,M&A,Software

Microsoft offers to buy Yahoo. Whither Zimbra?

, February 1, 2008 @ 7:52 am ET

Or indeed, wither Zimbra? Microsoft has officially launched its acquisition bid for Yahoo for $31 per share, valuing the company at $44.6bn (you can read the offer letter here). It’s a sign of my open source-focused view of the world (and the fact that I was using the software at the time I heard the [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (6) Categories: M&A,Software

Setting the Benchmark in open source

, January 31, 2008 @ 10:33 am ET

What links JBoss, XenSource, Zimbra and MySQL (aside from the fact that they were all acquired for large amounts of money)? Peter Fenton and/or Benchmark Capital. UPDATE This post corrects a couple of mistakes in the original version. UPDATE Fenton made his investments in JBoss, Zimbra and XenSource while at Accel. Benchmark also invested in [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (1) Categories: Funding,M&A,Software

SpringSource has acquired Covalent Technologies

, January 29, 2008 @ 7:06 am ET

The rate of open source M&A continues apace, this time involving two open source software vendors. SpringSource has announced plans to acquire Covalent Technologies for an undisclosed fee. At first glance the deal makes a lot of sense as it marries SpringSource’s Spring Framework-related products and services with the Apache support and services offered by [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Add Comment Categories: M&A,Software

Nokia acquiring Trolltech

, January 28, 2008 @ 8:09 am ET

Yet another open source acquisition. This time it is mobile device vendor Nokia stepping up to the plate with its purchase of open source development tools vendor Trolltech. Nokia will offer NOK 16 is cash for Trolltech, which values the firm at roughly $153m (taking into account currency conversion and rounding). Trolltech hadn’t yet announced [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (4) Categories: Linux,M&A,Mobile,Software

Today’s the day for open source venture funding

, January 22, 2008 @ 5:57 am ET

“2008 is starting with a bang for open source,” wrote Mark Radcliffe last week, and he’s not wrong. Not only did we see Sun’s $1bn acquisition of MySQL, but we’ve also seen an extraordinary amount of venture capital funding. Today saw no fewer than three investments announced, with Greenplum landing $27m Series C, Zenoss closing [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (4) Categories: Business strategies,Funding,Hardware,IPO,M&A,Software

Putting a value on MySQL

, January 18, 2008 @ 12:24 pm ET

Since Sun announced its acquisition of MySQL for $1bn, there have been some suggestions that perhaps Sun paying too much for the open source database vendor. Calculating the multiple for MySQL has proved difficult because there are no official figures to go on, and also because many of the unofficial figures that are floating around [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (4) Categories: Funding,M&A,Software

Why buy an open source company?

, January 18, 2008 @ 6:09 am ET

As Mark Hinkle has already noted, The 451 Group recently published a brief on open source mergers and acquisitions, written by open source research director, Raven Zachary, and financial analyst Brenon Daly. It is a happy coincidence that the report was published the day before Sun announced its acquisition of MySQL. Clearly the report does [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (5) Categories: M&A,Software

A few further thoughts on Sun/MySQL

, January 17, 2008 @ 12:31 pm ET

Following on from my instant reaction to the news that Sun was acquiring MySQL for $1bn, the deal deserves some closer attention. Subscribers to The 451 Group’s TechDealMaker service can read the QuickTake and the full Deal Analysis, while a couple of points are worthy of further analysis: Despite the best efforts of MySQL and [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (3) Categories: Business strategies,Linux,M&A,Software

Sun acquiring MySQL for $1bn

, January 16, 2008 @ 8:29 am ET

It says here. Yes, the same Sun that’s spent the last two years building a PostgreSQL support business. Funnily enough, Jonathan Schwartz doesn’t mention PostgreSQL in his announcement blog post. One thing he does mention is that the company plans to introduce new support options for MySQL. “I’ve asked our team to negotiate an arms’ [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (6) Categories: M&A,Software

Here come the open source IPOs

, January 11, 2008 @ 7:09 am ET

Fortune magazine has published a list of its hot IPO tips for 2008. Three out of the five – MySQL, Ingres and SugarCRM – are open source companies, while another – Parallels – is an open source project sponsor (for the record, the other Fortune tip is ExactTarget). Here’s a look at Fortune’s assessment of [...]

more...
Technorati Links | Bookmark on del.icio.us | digg it
Comments (5) Categories: Funding,IPO,M&A,Software
« Previous PageNext Page »