Paul discussesOracle’s comprehensive strategy and roadmap for it’s [tag]Fusion Middleware[/tag] [tag]SOA[/tag] stack. After BEA’s merger with [tag]Oracle[/tag] for $8.5 Billion,  it was predicted but one of the most awaited disclosures in the [tag]SOA[/tag] world. Here is my take on Charles Phillips’ disclosure in his 105 minute webcast:

1. There will be no forced migration for existing BEA customers.

I assume, Oracle will make it more tempting for you to move into Oracle suite rather than forcing you out of BEA. As a customer, I would never like to stay with the same version for entire lifetime. There are lots of good things happening in this world and to remain competitive, I feel its very important to be continuously upgrade to newer technologies. Oracle has beautiful plans to bring in Fusion applications. This should make things a lot easier for existing BEA customers to scale up to a pure SOA environments. (more…)

Blogosphere is swarmed with posts on the recent Yahoo-Microsoft fiasco and Google coming as a saviour of Yahoo. In one such post on Tech Crunch Mike refers this as a mass destruction of investor’s trust and on the contrary Fred Wilson defends the move and terms this as Yahoo’s opportunity to get lean and focus more on what it is good at. I kind of extrapolate these thoughts and look at another aspect of the show. Is this the end of this fiasco..May be not. I see this as the beginning of another crusade, this time it’s on Internet Market share. One one side it’s the undisputed leader of Desktop PCs- Microsoft and on the other side its the king of cyberspace - Google. And when there are two kings they always wrestle to be on top of each other. Its not a matter of being the number one. Its about being the king of the world…

Let’s get a little deeper into the whole thing and see how important it is for each of them to fight for the throne. Application space is swarmed by many big and small players. Google’s best bet is the internet. They want to leverage the reach of internet to build a platform where if you need something on the web…choice is simple, it’s Google. There is hardly anything that Google has left. Right from Messenger to email, entertainment to social networking, desktop search to mobile platform. There is a Google offering everywhere. The idea is simple, after having a good share of the bytes you send on the internet, it wants to have a share of your Hard disk space too. It has launched offline Google Apps, Reader and now they are planning even an Operating system for mobiles.

Microsoft come from the other side of the world. Its leadership in desktop is already indisputable. Its fighting every inch of your corporate bytes by rubbing shoulders with Oracles and IBMs of the world. So why leave Internet for someone else. They have equally competing products…They call it Windows Live. So it has a maps, it has a Mail, messenger a social community as well. Its already into your mobiles. The intent of Microsoft is simple. Every click you make. Either on the desktop or on your mobile or in the Browser. Every piece of space that you interact should run on Microsoft software.

I see this moving beyond Yahoo acquisition. I see a tussle that has just come out in open and will be here to stay for sometime. What this really means a fresh era of consolidation. Not only in the leading internet platforms like Google and Microsoft but also in other prominent web companies; as they struggle to regain the market share.

Your thoughts welcome….