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Technology Stocks : All About Sun Microsystems

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From: Don Green4/22/2009 9:04:20 AM
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April 21, 2009 10:31 AM
Ex Microsoft strategist dissects Oracle-Sun deal: "Soracle"

Posted by Brier Dudley

Great analysis of Oracle+Sun by Charles Fitzgerald, who has a particularly good radar on this topic.

Until early 2008 he was Microsoft's former general manager of platform strategy -- playing industrial chess with Sun, Oracle and IBM.

Fitzgerald predicts Oracle will fob Sun's hardware business off to a company like Hewlett-Packard or Fujitsu.

His take on IBM:

"They got a good look at Sun, but in the end I suspect they're going to regret not doing this deal. They regretted giving Microsoft control of the software crown jewels for the PC; they may face similar situation now on the server. Oracle can have a lot of fun making IBM choose between open systems sanctimony and controlling their own destiny."
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