So the twitterati and blog space is alight with discussion that IBM is to buy Sun for $6.25 billion. The only way we’ll know if there is any truth to it is if it goes ahead, these rumors are never denied.
Everyone is of course focussed on the big questions which mostly are around hardware synergies(server, chips, storage) and Java. Since I don’t work at IBM I have no idea whats going on or if there is any truth to this. There some more interesting technical discussions to be had than those generally think they have an informed opinion.
IBM bought Transitive in 2008; Transitive has some innovative emulation software, called QuickTransit. It allows binaries created and compiled on one platform, to be run on another hardware platform without change or recompilation. There were some deficiencies, and you can read more into this in my terse summary blog post at the time of the acquisition announcement. Prior to acquisition QuickTransit supported a number of platforms including SPARC and PowerMac and had been licensed by a number of companies, including IBM.
I assume IBM is in the midst of their classic “blue rinse” process and this explains the almost complete elimination of the Transitive web site(1), and it’s nothing more sinister than they are getting ready to re-launch under the IBM branding umbrella of POwerVM or some such.
Now, one could speculate that by acquiring SUN, IBM would achieve three things that would enhance their PowerVM stratgey and build on their Transitive acquisition. First, they could reduce the platforms supported by QuickTransit and over time, not renegotiate their licensing agreements with 3rd parties. This would give IBM “leverage” in offering binary emulation for the architectures previsouly supported, on say, only the Power and Mainframe processor ranges.
Also, by further enhancing QuickTransit, and driving it into the IBM microcode/firmware layer, thus making it more reliable, providing higher performance by reducing duplicate instruction handling, they could effectively eliminate future SPARC based hardware utilising the UNIX based Power hardware, PowerVM virtualization. This would also have the effect taking this level of emulation mainstream and negating much of the transient(pun intended) nature typically associated with this sort of technology.
Finally, by acquiring SUN, IBM would eliminate any IP barriers that might occur due to the nature of the implementation of the SPARC instruction set.
That’s not to say that there are not any problems to overcome. First, as it currently stands the emulation tends to map calls from one OS into another, rather than operating at a pure architecture level. Pushing some of the emulation down into the firmware/microcode layer wouldn’t help emulation of CALL SOLARIS API with X, Y, even if it would emulate the machine architecture instructions that execute to do this. So, is IBM really committed to becoming a first class SOLARIS provider? I don’t see any proof of this since the earlier announcement. Solaris on Power is pretty non-existentThe alternative is that IBM is to use Transitive technology to map these calls into AIX, which is much more likely.
In economic downturns, big, cash rich companies are kings. Looking back over the last 150 years there are plenty of examples of big buying competitors and emerging from the downturn even more powerful. Ultimately I believe that the proprietary chip business is dead, it’s just a question of how long it takes for it to die and if regulators feel that by allowing mergers and acquisitions in this space is good or bad for the economy and the economic recovery.
So, there’s a thought. As I said, I don’t work at IBM.
(1) It is mildly ammusing to see that one of the few pages left extoles the virtues of the Transitive technology by one Mendel Rosenblum, formerly Chief Scientist and co-founder of VMWare.