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06/01/2009

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Although the “Tweet Deals” article published on New York Post is interesting, if I were in the market, I would rather use much more conventional deals like my own contacts or a professional recruiter such as Brilliant Leap just because I am more cautious as my whole career is riding on it. Anyhow, Google Wave is appealing as far as the front-end twitter battle is concerned. It has been really fashionable for the content technology community to focus on how to collaborate and present it rather than concentrating on enterprise content technology itself. In the advent of Google Wave and the like, the vendors who are not focusing on the core enterprise content technology are going to be affected greatly. As far as the Wave is concerned, I have mixed feelings because Google’s labs are full of “unhatched chickens” and I wonder whether the Wave is going to end up as “Wipe-Out” or“Tsunami” http://www.cmswatch.com/Trends/1603-Google-Wave:-Tsunami-or-Wipe-Out? . I am not sure what is going to happen to those content management vendors that are weak on content architecture but simply focusing on presentation layer in relation to the Wave. On the other hand, the content vendors that are built on a sound architecture such as Documentum could be able to ride the Wave and the like by building nice surfing boards as conduits/connectors to it. However, it would be real difficult for Microsoft SharePoint to mount any serious effort to circumvent the Wave in the future since it simply lacks a sound enterprise content architecture. A so-called tsunamic event may suggest that even bigger aftermath will follow: I believe the technology sector is about to experience consolidation on a big scale, perhaps in part due to the difficult economic situation which is similar to the DotCom bubble bust at the beginning of this century. Even bigger fish like SAP http://www.informationweek.com/blog/main/archives/2009/04/is_ibm_looking.html;jsessionid=P5YYRYL4VQGZGQSNDLPSKH0CJUNN2JVN or EMC http://wikibon.org/blog/can-emc-remain-independent/ could be affected by the further consolidation—in fact some of them have already started as we have seen in Sun set into Oracle. If Google Wave gets successful, it will open up greater potential of mashups. The halcyon days of giant application software suites like SAP may be past since people can combine applications with their own mashups. Although EMC is spearheading Cloud Computing, it may not have the critical mass it needs to execute it on a grand scale yet. Well, when we come out of the other side of the economic tunnel we are in right now, we may truly see a totally transformed landscape as far as the technology is concerned.

I'm not sure I understand this point exactly: "Google says it will open-source a "lion's share" of Wave's code...Why do I think this matters? Think iPhone. How much less cool would it be if there weren't all those independently developed downloadable toys"

The iPhone isn't open-sourced; Apple is a notoriously closed-source company. The iPhone does have a public API, and that's what encouraged people to write to it (plus it's such a cool device).

SharePoint also has a public API, and is also closed-source (and also has many third party developers creating products built on top of it).

So you don't need to be an open-source platform to encourage developers.

To me, the interesting thing about open-sourcing it is that, as pointed out in your quote from The Register, people will be be able to embed their own Waves in their own software. That's a radical departure for Google; previously, all of their tools encouraged you to put all of your data on their servers. Little surprise there, of course--that's how they make a bunch of their money.

I'm excited to see how this plays out, and why Google decided to go such a different route with Waves.

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