Yes, by acquiring Sun, Oracle is gaining Solaris, but as Red Hat CEO Jim Whitehurst indicated in the Red Hat earnings call on Wednesday, the exodus of Solaris-to-Linux users continues apace, as Sun's attempt to neutralize Linux's appeal with OpenSolaris have had zero effect on stopping the exodus.

Oracle Enterprise Linux (OEL), a Red Hat Enterprise Linux (RHEL) clone, has failed to dent Red Hat's dominance, with Red Hat renewing all of its top 25 deals (again, and at 120 percent of renewal value) that were up for renewal, losing none to OEL. As such, RHEL's dominance remains a festering sore for Oracle's ambition to own a complete enterprise software stack. So long as Red Hat owns the foundation of that stack, it remains a real threat to Oracle.

So long as it's easier for Oracle's sales force to sell Oracle applications and databases on RHEL than on OEL, OEL will continue to bluster but fail.

Oracle could buy Red Hat, but with Red Hat earnings consistently strong, Red Hat is arguably too pricey to be a viable takeover target, as The Register opines. Besides, Red Hat has shown no desire to jump into the arms of its Redwood Shores business partner and competitor.

All of which makes me think that a strong partnership with Canonical for Ubuntu, rather than continuing to feed Red Hat, could be the right Linux strategy for Oracle.

Ubuntu is the clear community choice in Linux distributions, dominating Linux "desktop" adoption and also claiming a solid foothold on enterprise servers. Unlike OEL or Novell's Suse, Ubuntu comes with built-in enterprise momentum, albeit still at the grassroots level. Oracle's sales force could sell Ubuntu as a complement to Oracle technology, unlike OEL which is a difficult sales pitch.

The spirit to sell OEL is willing, but the flesh is weak.

As just one data point on this enterprise readiness to accept Ubuntu, my company, Alfresco, an open-source content management vendor, has seen adoption of Ubuntu rise to 37 percent of all trials of our Enterprise product, versus 28 percent for RHEL and Fedora.

A year ago, Ubuntu was making serious headway, but today the interest seems to be migrating to using Ubuntu for real enterprise deployments.

Other open-source companies I advise are seeing similar Ubuntu traction, a fact that is perhaps not lost on Dell and other hardware manufacturers that increasingly preload Ubuntu on their servers, Netbooks, and laptops.

Ubuntu, in short, has community momentum. What it lacks is the blessing of a major software vendor. Oracle, with its heft, is a kingmaker, and could give Ubuntu the "enterprise-ready" branding and certification that still elude it.

Not coincidentally, it was Oracle, more than any other company, that blessed Red Hat as the default enterprise Linux distribution years ago. But for Oracle's support for Red Hat Enterprise Linux, we'd almost certainly have a very different Linux market today, one where Novell's SUSE and other Linux distributions would have more respectable market shares compared to RHEL.

Oracle has the ability to make Ubuntu a mainstream enterprise server player. The question is whether it wants to.

As Matt Aslett, an analyst with The 451 Group, told me, "Oracle's Linux strategy is about serving its existing customers," and, given that there are more Oracle customers using RHEL than Ubuntu--coupled with the fact, as Sean Michael Kerner points out, that Oracle has yet to certify its products to run on Ubuntu--RHEL (and its clone OEL) may be seen as the safer course of action.

Even so, it remains unclear why Oracle should continue to plow resources into OEL when the market is voting for RHEL (paid enterprise adoption) and Ubuntu (unpaid community and paid OEM adoption). Either go back to a full embrace of RHEL or try Ubuntu.

Oracle could turn that Ubuntu popularity into paid deployments, while simultaneously asserting a greater measure of control over its operating system story. I'm a big fan of Red Hat's business, but I'm surprised Larry Machiavelli (er, Ellison) hasn't sought to check the ever-growing power of Red Hat in enterprise infrastructure.

What do you think? Would Ubuntu be a good move for Oracle, or is Linux such an afterthought for Oracle that the status quo with Red Hat is the right course of action?

Android and iPhone developers looking for an extra source of revenue will soon have an advertising option, sponsored by Google.

Google's AdSense program--in which it sells and distributes ads to third-party publishers--is coming to mobile devices as a beta program, the company announced Wednesday. A small group of developers have been testing this program but now anyone can apply, said Susan Wojcicki, vice president of product management, in a blog post.

Mobile apps are one of the hottest topics in software development these days, as Apple's App Store continues to grow and other developers roll out their own app stores in response. Plenty of money is being made simply on the sales of the applications themselves, but additional revenue streams are starting to emerge, such as Apple's addition of in-app purchases with the release of iPhone OS 3.0.

Google, naturally, would like to get in on the action. There are other companies offering this kind of service, such as AdMob's strong presence in iPhone apps, but Google is an advertising freight train.

Still, AdSense growth has slowed this year amid a plunge in advertising spending around the world, and moving into mobile provides additional room for the company to grow. Last year Google offered AdSense for games, another step outside its usual comfort zone.

SAN JOSE, Calif.--Those who think HTML tags are low-level technology should realize they can have a huge impact on the bottom line.

By finding an HTML tag that allowed Google to offer ads on the right hand side of its search page without delaying page loading times, Google was able to cash in without harming the user experience, said Marissa Mayer, vice president for search products and experience, at the O'Reilly Velocity 2009 conference. There aren't a whole lot of "billion-dollar HTML tags," as Mayer put it, but she spent about 45 minutes Wednesday morning encouraging Web developers to focus on speed.

Google laid the seeds for Mayer's talk Tuesday with the launch of a new Web page that gives Web publishers some help in making their pages load more quickly. Expanding on ideas she presented last year at Google I/O, Mayer told the crowd that "small changes can make a big difference" in how visitors perceive the speed and quality of a Web site.

For example, Google began compressing images in Google Maps, which improved load performance by two to three times for users on slower connections, which still comprise about 12 percent of those who use Google Maps, she said. Likewise, switching from an image version of the Google Checkout shopping cart to an HTML version saved time despite the complicated code needed to properly display the graphic.

As always, Google's goal in sharing these tips with Web developers is to improve the user experience of the Web at large, which Google believes will lead to a greater number of searches on its site, and therefore more money, Mayer said.