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Thursday, September 29, 2005

Fleury on his surprising pact with the...

As a follow up to my entry on the JBoss / Microsoft partnership, you may want to check out this interview by Martin LaMonica. In it Martin asks some questions we would have liked to ask Marc, unfortunately Marc is not as outspoken as we know him, his answers are on the safe sideā€¦ Here are some elements that caught my attention:

- Marc confirms that the world is not monolithic; he said that 50% of JBoss users deploy it on Windows. Frankly I thought it would be less than that and more in favor of Linux.

- One of the main intents in this deal (from a JBoss perspective) is to gain credibility

- Both companies are going to commit resources, as an example Fleury said that his portal team is looking into integrating JBoss with integrating Active Directory and single sign-on

- He considers BEA (less now) and IBM as his main competition today but he did mention Oracle (currently the fastest growing app server on the market), Sun, and RedHat.

- I disagree with Fleury on the fact that software licenses are not the profitable part of the business for software companies. Revenue from licensing typically scales much better than services. Companies like Microsoft and Oracle are good examples of profitable software companies. This said, even if margins on services (just like hardware) are less interesting than charging for downloads, many companies are doing great with the services part of their business and IBM is a good example (little less than $50B last year in services only).


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