More market consolidation and shifting “co-opetition” dynamics
"VMware has stated its intention to move up the stack and provide a platform," Rymer added. "And here they are. These technologies are disconnected right now, but there’s no doubt that this acquisition provides the missing piece of a complete platform. The trick is bringing those two things together without diluting the value that they have separately."
The acquisition also strengthens the open source alternatives for Java developers, Rymer said. "It has been just JBoss and Sun," he said. "Sun has probably gone away with the Oracle acquisition. This raises the profile of SpringSource significantly in the Java world."