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Oracle: One Smart (Very BIG) Cookie

July 18, 2009

Analysis of:Oracle, Sun Now Face Integration Challenge | www.cbsnews.com

This is a brilliant, cost-effective move that cements Oracle's position as a top three global player in IT.

IBM can't be too happy this morning

April 20, 2009

Analysis of:Oracle Acquisition 'Transforms Market' | www.crn.com

I thought that the IBM/Sun deal made a lot of sense, this outcome must be IBM's worst case scenario. Having put Sun into play, IBM's major global competitor has now snapped up a deal at, what is to Oracle, a very affordable price and acquired the #3 or 4 market share database, Java and, maybe most importantly, a leadership position in the open source market.

Think software not hardware to understand this move

March 19, 2009

Analysis of:IBM in Talks to Buy Sun in Bid to Add To Web Heft | online.wsj.com

While many people are focusing on the hardware issues of an IBM acquisition of Sun, I think that the software ramifications are at least as important. IBM is already one of the key players in open source software and acquiring Sun would give them one of the key properties in the open source market - the MySQL database. The implications of such an acquisition are varied, but almost all positive.

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