Summary
The acquisition of Sun MicroSystems will allow Oracle to expand their Software portfolio in many different areas and create a tremendous challenge for other software vendors. On the software side, it makes sense. Especially in business mobility and applications for smart phones, where Oracle does not exist and SUN/JAVA is the preferred language shared by most application developers in this sector. Also, SUN "FREE" Open Office applications which is similar to Microsoft Office Suite. It has been a long time since we heard from Redwood vs Redmond while the focus was shifted to SAP and other ERP providers. This is a great opportunity to put Oracle back in saddle competing with Microsoft in the smart phone apps-market. Also, creating noise for free Open-Office and JAVA. In addition, let's not forget JAVA role with Oracle family of applications. On the Hardware side, it is a different matter. Sun has been struggling without any success to revive this sector.
Analysis
The impact will be heard across the top vendors for Software and Hardware.
The question "what is Oracle plan for SUN Hardware"?
On one hand they recently announce the partnership with HP for new server "10X better performance with ?X less cost". This will put Oracle in direct competition with HP and IBM on the server side.
On the Storage side they will compete with their preferred partner "NetApp", and EMC, HP and IBM.
Tape Libraries side HP, IBM and others.
This is a very good deal for SUN. Unless Oracle strategy is to break the hardware in components and sell it to other hardware vendors and retain the Software.
