First of all, there was the Sun-sponsored CommunityOne conference in
New York on St Patrick's Day, and there was green beer. Enough said.
I awoke at 7:30 the following morning to see that Sun's stock had
pretty much doubled overnight. In a green-tinted haze, I marveled that
this skyrocket performance came from their announcement of the Sun
Cloud - the company's first public cloud service based on the Sun Open
Cloud Platform.
Sure, Sun's cloud strategy is interesting - but, as it turns out,
not nearly as interesting as rumors from the usual cadre of "reliable
sources" that IBM will buy Sun for $6.5 billion. For what it's worth,
if there were a place to text my vote, I'd spend the 99 cents to say
"go for it". The largest-ever acquisition for IBM, this move would
certainly put the hurt on HP.
Back at the conference, David Douglas, who is both Senior Vice
President of Cloud Computing and Chief Sustainability Officer, harkened
back to the days when Sun (and IBM) were proclaiming "the network is
the computer". In this "4th wave" of computing, he spoke
for Sun declaring that "the cloud is the computer" now. He was
followed by Lew Tucker, VP and CTO of Cloud Computing, who manned a
fairly slick drag and drop demo creating a cloud of Web servers, App
servers, MySQL, load balancers and WikiMedia Application.
Sun's vision of a world of many clouds - public and private - that
are open and interoperable, of course starts with its Sun Open Cloud
Platform, which brings together Java, MySQL, OpenSolaris, and Open
Storage. The first two Sun Cloud services will be Sun Cloud Storage
and Sun Cloud Compute, available sometime this summer.
Based on several apres-session conversations, I'd sum up their
strategy for differentiating from, say ... Amazon? along these lines:
- Sun's cloud initiatives will be OS agnostic - Windows, Linux, Solaris
- Sun will leverage its installed base in the open source
development community (Java, MySQL, and GlassFish are available on an
open source model.)
- Sun has 7,000+ pairs of sales feet on the street in daily contact with enterprise accounts
- APIs tie back to the open source community (In fact, open source
has been profitable for the company and is integral to its growth
strategy.)
Sun Cloud, Amazon, Azure .... It's all good. Enterprises like
choice and they'll be looking for the quickest, most cost-effective
ways to send their applications cloudward and beyond. And we've never
met a cloud we didn't like.