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Frankly, I'm not sure why Google would acquire RedHat, SAP or Oracle. I'm not sure what will be gain from that. Google probably doesn't care about the software

by kakwa_ 9y ago

Frankly, I'm not sure why Google would acquire RedHat, SAP or Oracle. I'm not sure what will be gain from that. Google probably doesn't care about the softwares these companies provides as it has its own internal alternatives/derivative and Google is not really a software vendor, so it's a bit outside of their core business. What would make more sense in my opinion would be for Google to have a partnership with a big Enterprise player (or several in fact) and promote it loudly.

zapita 9y ago
> Frankly, I'm not sure why Google would acquire RedHat, SAP or Oracle. Enterprise distribution. Without significant enterprise revenue, Google Cloud will never catch up to AWS and Azure. Nobody can beat Google on technology, but technology alone cannot solve this. > I'm not sure what will be gain from that. Google probably doesn't care about the softwares these companies provides as it has its own internal alternatives/derivative and Google is not really a software vendor, so it's a bit outside of their core business. Google Cloud absolutely is a software vendor. They sell cloud services which compete directly with traditional enterprise software. Their services are superior in many ways, but enterprise adoption is definitely not one of them. That is the problem they could solve by buying an enterprise-savvy competitor. As a bonus, these traditional software vendors are all racing to deploy cloud versions of their software. Because they have massive install bases, they can drive enterprise workloads to the cloud of their choice. What would make more sense in my opinion would be for Google to have a partnership with a big Enterprise player (or several in fact) and promote it loudly. They are already partnering aggressively, just like their competitors. I think they announced exactly this with SAP recently. But partnerships have their limits. Most vendors will not allow themselves to grow too dependent on their main competitors. If they did, they would lose all leverage in the deal, and slowly starve as Big Cloud grabs all the margins. And then we're back to the acquisition scenario.
sah2ed 9y ago
> What would make more sense in my opinion would be for Google to have a partnership with a big Enterprise player (or several in fact) and promote it loudly. They do: they have a Cisco partnership for Google Cloud. https://cloud.google.com/cisco/ https://cloud.google.com/cisco/
- moderation 9y ago
  Cisco's reach beyond the network silo is very small.
AndyNemmity 9y ago
SAP and Google do partner, exactly what you mentioned https://news.sap.com/flexibility-scalability-speed-sap-google-strategic-partnership/ https://news.sap.com/flexibility-scalability-speed-sap-googl...
- qubex 9y ago
  My company uses SAP as an ERP. They’ve been trying to push HANA on us for ages, promoting their cloud service as a manner of lessening the sticker-shock. When news came through of Google and SAP ‘partnering’, upper management saw the writing on the way and went into full money-is-no-object mode and mandated the firm have a plan to switch away from SAP to alternative solutions (that I am not at liberty to discuss) within twelve months, with and that this plan must involve switching over within no more than ninety days including integration tests. Much preliminary work and change requests have been formulated and even implemented not even knowing if they will ever be needed (i.e. if data-sharing policies change and/or an actual acquisition becomes a real prospect). Why? The reason is simple: the last thing a company that values its IT and operational profiles wants is to find itself in a situation where it can be data-mined by a publicity-driven juggernaut such as Google. Any expense is suitable to head off that threat. No major corporation would be willing to shoulder this risk. It's the stuff upper-management's nightmare are made of. And decision-makers in positions of power within SAP and to a lesser extent Google are well aware of this. They won't precipitate a nuclear war with their own clients.
  - jacksmith21006 9y ago
    What in the world are you talking about? Who is going to data mine? Google is not going to access corporate cloud customer data no more than IBM, Amazon or Microsoft. Plus Google already has the data if they want as the executives at all these companies use Google search and other services. Google could inow what decision makers search in before a sales call but obviously are not going to be doing that. Is your post suppose to be serious?
    - qubex 9y ago
      Dead honest.

by kakwa_ 9y ago

zapita 9y ago

> Frankly, I'm not sure why Google would acquire RedHat, SAP or Oracle. Enterprise distribution. Without significant enterprise revenue, Google Cloud will never catch up to AWS and Azure. Nobody can beat Google on technology, but technology alone cannot solve this. > I'm not sure what will be gain from that. Google probably doesn't care about the softwares these companies provides as it has its own internal alternatives/derivative and Google is not really a software vendor, so it's a bit outside of their core business. Google Cloud absolutely is a software vendor. They sell cloud services which compete directly with traditional enterprise software. Their services are superior in many ways, but enterprise adoption is definitely not one of them. That is the problem they could solve by buying an enterprise-savvy competitor. As a bonus, these traditional software vendors are all racing to deploy cloud versions of their software. Because they have massive install bases, they can drive enterprise workloads to the cloud of their choice. What would make more sense in my opinion would be for Google to have a partnership with a big Enterprise player (or several in fact) and promote it loudly. They are already partnering aggressively, just like their competitors. I think they announced exactly this with SAP recently. But partnerships have their limits. Most vendors will not allow themselves to grow too dependent on their main competitors. If they did, they would lose all leverage in the deal, and slowly starve as Big Cloud grabs all the margins. And then we're back to the acquisition scenario.

sah2ed 9y ago

> What would make more sense in my opinion would be for Google to have a partnership with a big Enterprise player (or several in fact) and promote it loudly. They do: they have a Cisco partnership for Google Cloud. https://cloud.google.com/cisco/ https://cloud.google.com/cisco/

moderation 9y ago
Cisco's reach beyond the network silo is very small.

AndyNemmity 9y ago

SAP and Google do partner, exactly what you mentioned https://news.sap.com/flexibility-scalability-speed-sap-google-strategic-partnership/ https://news.sap.com/flexibility-scalability-speed-sap-googl...

qubex 9y ago
My company uses SAP as an ERP. They’ve been trying to push HANA on us for ages, promoting their cloud service as a manner of lessening the sticker-shock. When news came through of Google and SAP ‘partnering’, upper management saw the writing on the way and went into full money-is-no-object mode and mandated the firm have a plan to switch away from SAP to alternative solutions (that I am not at liberty to discuss) within twelve months, with and that this plan must involve switching over within no more than ninety days including integration tests. Much preliminary work and change requests have been formulated and even implemented not even knowing if they will ever be needed (i.e. if data-sharing policies change and/or an actual acquisition becomes a real prospect). Why? The reason is simple: the last thing a company that values its IT and operational profiles wants is to find itself in a situation where it can be data-mined by a publicity-driven juggernaut such as Google. Any expense is suitable to head off that threat. No major corporation would be willing to shoulder this risk. It's the stuff upper-management's nightmare are made of. And decision-makers in positions of power within SAP and to a lesser extent Google are well aware of this. They won't precipitate a nuclear war with their own clients.
- jacksmith21006 9y ago
  What in the world are you talking about? Who is going to data mine? Google is not going to access corporate cloud customer data no more than IBM, Amazon or Microsoft. Plus Google already has the data if they want as the executives at all these companies use Google search and other services. Google could inow what decision makers search in before a sales call but obviously are not going to be doing that. Is your post suppose to be serious?
  - qubex 9y ago
    Dead honest.