The Sun has Risen, and it’s Name is Google
Excuse my hyperbole, but I can’t help but notice the amazing resemblance of today’s Google to yesterday’s Sun Microsystems.
I cut my teeth as a Java programmer from the earliest days of Java (pre 1.0). So, I followed Sun quite closely through the years. As I watched the Google I/O keynotes, I was struck by how much Vic Gundotra sounded like a cross between John Gage and Scott McNealy.
Sun, used to make a habit out of cracking one liners about Microsoft. Google has done the same with Apple.
“Sun Is Not Proprietary, Just As IBM Is Not Bankrupt”
Replace IBM with Apple and Sun with Google…sound familiar?
As a I think about it, the comparison does not stop there. Sun stumbled into a fantastic market that was out of it’s core competency. They decided to use their cash cow, hardware, to fund this new business. Google has entered into the phone business. There is money to be made their, but the development and support efforts are largely funded by search revenue. Sound similar?
If you look back in history, Sun released and managed Java as free software (yes it was not open til later). For years, they funded that effort with their hardware business. Eventually, they were able to generate some profits on Java. However, it was at the expense of the hardware side of the company (both in financing and focus). Sure, they continued to pour money into hardware. However, they were also spending large sums of money on Java (which I am very appreciative of
). What if they had banked that money instead of spending it on a loss leader? Would they have survived the dot com bust? Had they kept their focus on hardware, would they have been able to push server innovation forward despite the commoditization of the server hardware business? Who knows…
The real question is: is Google becoming Sun? Will they loose their focus on search and allow others to catch them commoditizing the search business and ad business even further? Bing is doing decent. Apple has an ambitious ad entry. Google, are you paying attention? Are you saving your money for a rainy day? Is Google spending more time, money, and intellectual bandwidth on things like android, gwt, etc than they are on search? Where are their brightest people working?
I’m not sure that the comparison is fair. I am sure that their internal business plans are different. However, I couldn’t help being struck at how similar Google’s perspective and message is to Sun’s. They are an engineering company who sells to engineers. They don’t talk to the consumer, they talk to the developer. They ridicule their competition to build a common bond with their developers. They try to do things because they are the right thing to do, whether they make business sense or not. They want to do good in the world and “not be evil”. All of this, sounds a lot like the Kool-aid that Sun drank. Hopefully, Google is better at business and they will have better timing.
Thoughts?
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- Published:
- 6.9.10 / 3pm
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- General, Java, Technology
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