Red Hat held its 2015 summit last week in Boston. One of the most important announcements was the general availability of version 3 of OpenShift. After my discussion with Jim Whitehurst, president and CEO of Red Hat, as well as other executives, partners and, clients, I believe that Red Hat has made a strategic move and is taking the lead in enterprise-class container solutions for hybrid cloud enablement. This is because:
Red Hat has an early-mover advantage in platform refactoring.OpenShift and Cloud Foundry, two major open source PaaS platforms, both started refactoring with container technology last year. The developers of Cloud Foundry are still working hard to complete the platform’s framework after implementing Diego, the rewrite of its runtime. But OpenShift has already completed its commercial release, with two major replacements around containers: It replaced Gears, its original homegrown container model, with Docker and replaced Broker, its old orchestration engine, with Kubernetes.
Consumer mobility in India and China is flowing into enterprises. Recent Forrester survey data shows that nearly three in five IT execs and technology decision-makers in these countries — 58% in India and 57% in China — plan to increase their spending on mobile software (including applications and middleware) in 2014.
India has leapfrogged Australia/New Zealand and now leads the Asia Pacific region in terms of expected mobile software spending growth. China has made the biggest move over the past year, jumping from eighth place to second.
We believe that the high growth in mobile software spending in India and China is primarily due to:
Sikka made two comments that indicate how he's thinking about the NetWeaver portfolio.
1. In response to my question about whether SAP is concerned that Oracle's ownership of Java will put it at a disadvantage, Sikka started by highlighting SAP's work on Java performance, but then noted the availability of good open-source Java software to support the requirements of SAP customers.