I have always thought that Netcraft was a great site and I visit it pretty regularly. I have been reading their articles about Linux usage across the globe and I’m curious that nobody has targeted the Cobalt market.
Cobalt was an early-entry Linux company that was skilled in making appliance-type network boxes for doing all sorts of things like web serving, DNS, DHCP, etc all in one little blue box. They were really great for smaller shops that needed these types of tools in a reliable fashion but without the cost or headaches of having to do it themselves from the ground up. I have worked with these and they are actually quite good pieces of technology.
In 2000, Sun Microsystems acquired them for $2 billion during the height of the dot com craziness. Netcraft recently reported that Sun was discontinuing the Cobalt line. The sad part here is that Sun has not offered up a replacement strategy for the easy-to-use Cobalts.
According to Netcraft as of July 2004 Cobalt still maintains a 20% market share of the Linux server market. That 20% comes in at well over 500,000 machines with only the top 20% of that being by the big name ISP’s. So, somewhere out there are 400,000 Cobalt’s running soon-to-be out-of-date software in need of a replacement. I see two very interesting scenarios here.
1. LiveCD city baby: Most of the Cobalts have CD’s in them. Why couldn’t someone build an easy-to-use LiveCD to either run on or re-install the Cobalts with their OS? Seems like a great opportunity to get some real mindshare as well as machine share for their Linux.
2. Build a better box: With the likes of Pogo Linux and Penquin Computing that specialize in Linux hardware out there, why have they not targeted this market? If you built some custom migration tools and provided pay-for-support for users migrating you just might have a case for getting at some of those 400,000 machines out there. Once you hook them on your products and skills, you can leverage it into more business.
Looking across the Linux landscape even Debian GNU/Linux barely has more machines than there are Cobalts out there. Seems like an excellent opportunity for growth for some lucky Linux distro to me.