Well, I’m at work now, but waiting for a meeting to start, so I figured I’d post a little bit. (It’s not like I have a million other things I should be doing, but this seems to be what I *am* doing, so good enough.)
I want to post things about how I’m having a tough time getting through any books lately (and as a result am in the middle of 8 of them — no joke), about how balance is really the toughest thing, about my big new external monitor and my move to an external mouse, about managing my weight with lots of different demands, more reflections on switching to the Mac, lots of other things.
What I think I’ll write for now, though, is about Datapower — Reactivity’s main competitor. They got bought on Monday by IBM, reportedly for north of $100M. (My data suggests, though, not much north. Sort of like how Palo Alto is more or less north of Mountain View.) I’ve got many thoughts about this, and lots of folks are asking me about it, since I have a particular point of view — I’ll not post too many of my detailed thoughts here because they’re still a little sensitive (not emotionally — from a business context.)
Here’s a post from one of their VCs about the deal. Some of it is definitely true. All of it, probably not.
Here’s what I will say: What Bill writes about the collision between networking & application infrastructure companies is absolutely true. I don’t think that anyone yet knows how it’s all going to shake out, but there’s truth here. Also, I think, the Datapower acquisition signals the endgame for the first round of XML processing companies — Sarvega was purchased by Intel a few months back, now Datapower, and I have to think that there will be a game of musical chairs coming up now.
It’s a strange feeling to see the main competitor of the company I founded get bought — has made me reflect over the past couple of days about Reactivity — it seems both like yesterday and like a million years ago. I think I’m glad to be a little distanced from it now — it lets me root for the team there (still very good friends of mine, all), but not get enmeshed emotionally in it.
Interesting times, for sure.
Oh, and Sam is a joy. Kathy’s been incredible the last few months (as always), and it’s really been tough on her, sleepwise and otherwise. She’s happy, of course. Sam is just great, though. Happy little kid. Smiles a lot. Grabs his toys now. Still does little jokes where he’ll make funny noises to get you to notice him. A joy.