Redmonk Analyst Sees Third Quarter As Merely a Glitch for Sun Relationship with Developer Community Essential
Less is more or better, at least, in the eyes of RedMonk analyst James Governor. The "less" he blogs about is the .5 percent decline in Sun's revenue reported for the company's fiscal third quarter, which ended March 30th. On the other hand, he notes, Microsoft suffered a 24 percent decline in revenue for the quarter.
In assessing Sun's recent fiscal third quarter report, Governor notes, "MySQL is a transformative acquisition that will take time to bed in, which weighed the numbers down a bit." Even in recession, he expects, MySQL adoption in the enterprise will grow respectably.
RedMonk is the first analyst firm built on open source. It is dedicated to providing high quality research at no cost. Governor notes that at his group "we pride ourselves on having our finger on the pulse of developer trends and directions." This is why he believes Sun will be ok. In his writing shortly after Sun's financial report and before the CommunityOne, JavaOne and accompanying meetings and gatherings, he liked the promise implicit in CommunityOne, where he was looking for "an explosion of creativity and good times" among developers.
"Sun is in recapture mode. It needs to have the make-side in its pocket before the POs start rolling in. The make-side: makers and doers, hackers and players. The people that get things done long before a CIO asks them how they did it," evaluated Governor.
If he could persuade Sun to change anything at all, it would be to market Java less aggressively. However, he believes the San Francisco developers conferences that just ended will show Sun's true standing, and "if markets are conversations I suspect the market may be saying something fairly positive about Sun through the end of this week."
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