As I’ve said, I’m a big believer in the idea that volume wins. And we invest (much to the occasional befuddlement of our friends on Wall Street) to support that thesis – most notably in the propagation of our programming platform, Java.
And in the J2ME mobile handset platform, the dividends are beginning to appear – in the form of the single most popular platform those devices have ever seen (as measured, of course, by volume – which happens to be a handy precursor for revenue for every network service imagineable). That volume begets more volume, more licensees, more apps, more infrastructure. And so forth.
At last count, we had 350,000,000 (that’s 350 MILLION – forgive me for enjoying typing so many zeros) Java enabled phones, more than 1,750,000,000 (sorry, had to do it again) devices total. That’s a ton of volume. Some of our folks are headlining over at the ITU Telecom Asia conference this week in arguably the world’s most important mobile marketplace – a marketplace that embraced Java way ahead of the rest of the world, and now leads the world in volume and service revenues.
And it’s with particular pride that we noted our newest app server, the J2EE SDK, happens to be driving some very significant volumes – volumes which surpass our friends at IBM, in mind and market share. (Granted, I’m not particularly proud of the way we achieved the leading mindshare, but at this point, if life hands you lemons…). To our app server team – congrats, folks. It’s been a big hill to climb, but no looking back. Rumor has it we’ve got some pretty stunning performance to talk about, too. Read the full report here (registration required).
Traditionally, the J2EE SDK has been the principle vehicle through which developers learn about J2EE, but you couldn’t deploy it in production. It’s now both our core application server, and given a simple change to the license for the SDK – it can now be deployed in production. That volume now sets the foundation to build a far broader business. While radically lowering the cost to ISV’s and customers. Deploy away.
Like I said, volume wins. And we’re making progress.
And as you know, we’re continuing to examine opportunities to deliver Solaris on Itanium. And although we’ve received a warm embrace from some of the more forward looking executives, I must say I’m disappointed to see some pretty irresponsible comments coming out of the Intel’s Developer Forum. Makes me question whether shipping Itanium in any real volume is even part of their strategy. I thought only the paranoid survived.