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Technology Stocks : All About Sun Microsystems

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To: Don Green who wrote (64838)4/22/2009 2:13:39 PM
From: Mark O. Halverson  Read Replies (2) of 64865
First, I think Sun is a good fit for Oracle, and Oracle can profit nicely. But is it a done deal?

In my view, IBM may be ruing its failure to acquire Sun. Perhaps not so much for what Sun could do for IBM, but for what NOT acquiring Sun might do to damage IBM. Imaging Sun's server line ultimately going to HP. Imagine Java, MySQL with Oracle who will know better than Sun what to do with them. And imagine Sun's storage line ending up with, well ... whatever IBM competitor. Can IBM really be happy about all this? It might be a bitter pill for IBM to admit it has erred in its penny pinching dealings and rejection of Sun, but I would not totally rule out IBM jumping back into the bidding. Keep in mind, the acquisition isn't a done deal until Sun shareholders approve the deal.

If IBM were to re-enter the bidding (or HP or whoever)I think that Oracle would respond. The Sun acquisition, being immediately accretive to Oracle with very nice long term possibilities, is a very sweet deal. In view of the above rationale, I am keeping some of my Sun shares for a while.

Best Mark
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