Monday, April 20, 2009

Oracle to buy Sun

Just days after IBM dropped their bid for Sun, Oracle’s stepped in and is acquiring Sun for $7.4 billion in an all-cash deals. The deal brings together two of the four horsemen of the dotcom era. With the acquisition, Oracle gets a lot of pieces – Solaris, SPARC, Java, MySQL, NetBeans, GlassFish, Star Office, VirtualBox. Some of these are in direct competition with existing Oracle products and there’ll be some similarity to prior acquisitions where product lines go into long term support. I don’t see GlassFish replacing Weblogic though given the latter's widespread adoption. NetBeans is a lot nicer than JDeveloper and I hope that doesn’t die. Drizzle seems like the only viable way forward for MySQL. I wonder if Oracle will spin-off the hardware businesses post-acquisition. Perhaps a joint venture with HP to expand the Exadata line? In any case, it must be a good day for a Sun shareholder to finally exit one of the worst tech stocks in the S&P 500!

1 comment:

Unknown said...

Congrats Oracle for winning the bid. corporate