Solaris Engineering,

Today we are announcing a set of decisions regarding the path to
Solaris 11, and answering key pending questions on open source, open
development, software and binary licenses, and how developers and
early adopters will be able to use Solaris 11 technology before its
release in 2011.

As you all know, the term “OpenSolaris” has been used colloquially to
refer to any or all of a collection of source code, a development
model, a web site, a logo, a binary release, a source license, a
community, and many other related things.  So it’s taken a while to go
over each issue from an organizational and business perspective, and
align on the correct next step.  Therefore, please take the time to
read all of the detail here carefully.  We’ll discuss our strategy
first, and then the decisions and changes to our policies and
processes that implement that strategy.

Solaris Strategy
----------------------

Solaris is the #1 Enterprise Operating System.  We have the leading
share of business applications on Solaris today, including both SPARC
and x64.  We have more than twice the application base of AIX and HP-
UX combined.  We have a brand that stands for innovation, quality,
security, and trust, built on our 20-year investment in Solaris
operating system engineering.

 From a business perspective, the purpose of our investment in Solaris
engineering is to drive our overall server business, including both
SPARC and x64, and to drive business advantages resulting from
integration of multiple components in the Oracle portfolio.  This
includes combining our servers with our storage, our servers with our
switches, Oracle applications with Solaris, and the effectiveness of
the service experience resulting from these combinations.  All
together, Solaris drives aggregate business measured in many billions
of dollars, with significant growth potential.

We are increasing investment in Solaris, including hiring operating
system expertise from throughout the industry, as a sign of our
commitment to these goals.  Solaris is not something we outsource to
others, it is not the assembly of someone else’s technology, and it is
not a sustaining-only product.  We expect the top operating systems
engineers in the industry, i.e. all of you, to be creating and
delivering innovations that continue to make Solaris unique,
differentiated, and valuable to our customers, and a unique asset of
our business.

Solaris must stand alone as a best-of-breed technology for Oracle’s
enterprise customers.  We want all of them to think “If this has to
work, then it runs on Solaris.”  That’s the Solaris brand.  That is
where our scalability to more than a few sockets of CPU and gigabytes
of DRAM matters.  That is why we reliably deliver millions of IOPS of
storage, networking, and Infiniband.  That is why we have unique
properties around file and data management, security and namespace
isolation, fault management, and observability.  And we also want our
customers to know that Solaris is and continues to be a source of new
ideas and new technologies-- ones that simplify their business and
optimize their applications.  That’s what made Solaris 10 the most
innovative operating system release ever.  And that is the same focus
that will drive a new set of innovations in Solaris 11.

For Solaris to stand alone as the best-of-breed operating system in
Oracle’s complete and open portfolio, it must run well on other server
hardware and execute everyone’s applications, while delivering unique
optimizations for our hardware and our applications.  That is the
central value proposition of Oracle’s complete, open, and integrated
strategy.  And these are complementary and not contradictory goals
that we will achieve through proper design and engineering.

The growth opportunity for Solaris has never been greater.  As one
example, Solaris is used by about 40% of Oracle’s enterprise
customers, which means we have a 60% growth opportunity in our top
customers alone.  In absolute numbers, there are 130,000 Oracle
customers in North America alone who don’t use our servers and storage
yet, and a global customer base of 350,000 (the prior Sun base was
~35,000).  That’s a huge opportunity we can go attack as a combined
company that will increase Solaris adoption and the overall Hardware
server revenue.  Our success will also increase the amount of effort
ISVs exert optimizing their applications for Solaris.

We will continue to grow a vibrant developer and system administrator
community for Solaris.  Delivery of binary releases, delivery of APIs
in source or binary form, delivery of open source code, delivery of
technical documentation, and engineering of upstream contributions to
common industry technologies (such as Apache, Perl, OFED, and many,
many others) will be part of that activity.  But we will also make
specific decisions about why and when we do those things, following
two core principles: (1) We can’t do everything.  The limiting factor
is our engineering bandwidth measured in people and time.  So we have
to ensure our top priority is driving delivery of the #1 Enterprise
Operating System, Solaris 11, to grow our systems business; and (2) We
want the adoption of our technology and intellectual property to
accelerate our overall goals, yet not permit competitors to derive
business advantage (or FUD) from our innovations before we do.

We are using our investment in core Solaris innovation and engineering
to drive multiple businesses, through multiple product lines.  This
already includes our Solaris operating system for Enterprise, and our
ZFS Storage product line, and will soon include other Oracle
products.  This strategy is all about creating more value from a set
of common software investments: it makes everything you do more
valuable and used by more people worldwide.  It also means you as an
individual engineer or manager have an even greater responsibility to
understand the broader business and technical contexts in which your
engineering is deployed.

Solaris Decisions
------------------------

We will continue to use the CDDL license statement in nearly all
Solaris source code files.  We will not remove the CDDL from any files
in Solaris to which it already applies, and new source code files that
are created will follow the current policy regarding applying the CDDL
(simply, that usr/src files will have the CDDL, and the very small
minority of files in usr/closed might not have it).  Use of other open
licenses in non-ON consolidations (e.g. GPL in the Desktop area) will
also continue.  As before, requests to change the license associated
with source code are case-by-case decisions.

We will distribute updates to approved CDDL or other open source-
licensed code following full releases of our enterprise Solaris
operating system.  In this manner, new technology innovations will
show up in our releases before anywhere else.  We will no longer
distribute source code for the entirety of the Solaris operating
system in real-time while it is developed, on a nightly basis.

Anyone who is consuming Solaris code using the CDDL, whether in pieces
or as a part of the OpenSolaris source distribution or a derivative
thereof, would therefore be able to consume any updates we release at
that time, under the terms of the CDDL, LGPL, or whatever license
applies.

We will have a technology partner program to permit our industry
partners full access to the in-development Solaris source code through
the Oracle Technology Network (OTN).  This will include both early
access to code and binaries, as well as contributions to us where that
is appropriate.  All such partnerships will be evaluated on a case-by-
case basis, but certainly our core, existing technology partnerships,
such as the one with Intel, are examples of valued participation.

We will encourage and listen to any and all license requests for
Solaris technology, either in part or in whole.  All such requests
will be evaluated on a case-by-case basis, but we believe there are
many complementary areas where new partnership opportunities exist to
expand use of our IP.

We will continue active open development, including upstream
contributions, in specific areas that accelerate our overall Solaris
goals.  Examples include our activities around Gnome and X11, IPS
packaging, and our work to optimize ecosystems like Apache, OpenSSL,
and Perl on Solaris.

We will deliver technical design information, in the form of
documentation, design documents, and source code descriptions, through
our OTN presence for Solaris.  We will no longer post advance
technical descriptions of every single ARC case by default, indicating
what technical innovations might be present in future Solaris
releases.  We can at any time make a specific decision to post advance
technical information for any project, when it serves a particular
useful need to do so.

We will have a Solaris 11 binary distribution, called Solaris 11
Express, that will have a free developer RTU license, and an optional
support plan.  Solaris 11 Express will debut by the end of this
calendar year, and we will issue updates to it, leading to the full
release of Solaris 11 in 2011.

All of Oracle’s efforts on binary distributions of Solaris technology
will be focused on Solaris 11.   We will not release any other binary
distributions, such as nightly or bi-weekly builds of Solaris
binaries, or an OpenSolaris 2010.05 or later distribution.  We will
determine a simple, cost-effective  means of getting enterprise users
of prior OpenSolaris binary releases to migrate to S11 Express.

We will have a Solaris 11 Platinum Customer Program, including direct
engineering involvement and feedback, for customers using our Solaris
11 technology.  We will be asking all of you to participate in this
endeavor, bringing with us the benefit of previous Sun Platinum
programs, while utilizing the much larger megaphone that is available
to us now as a combined company.

We look forward to everyone’s continued work on Solaris 11.  Our goal
is simply to make it the best and most important release of Solaris
ever.

-Mike Shapiro, Bill Nesheim, Chris Armes