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To: QwikSand who wrote (64826)4/21/2009 8:36:42 AM
From: cfimx
   of 64865
 
wait don't go...there may be one more restructuring we could talk about before they go to Oracle.

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To: Charles Tutt who wrote (64828)4/21/2009 4:00:10 PM
From: alydar
   of 64865
 
LOL!!! I am going to miss you guys' sense of humor. I did call this buyout on a previous post. Kudo's to me!

Maybe we can regroup on the Oracle thread?

Alydar

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To: alydar who wrote (64830)4/21/2009 6:13:40 PM
From: Don Green
   of 64865
 
The only question is whether this investment will bear fruit. I think IBM would have been a better buyer.

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To: Don Green who wrote (64831)4/21/2009 8:04:55 PM
From: Sr K
   of 64865
 
It looks likes 10x annual royalties on IP ($600m), so all Ellison has to do is cut losses or jettison anything that's too unlikely to fit, or find real synergy. That's why ORCL has bounced strong. That's why any change-of-control costs are easily handled.

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To: Sr K who wrote (64832)4/21/2009 9:41:43 PM
From: Don Green
   of 64865
 
watch for defections to other companies

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To: Don Green who wrote (64833)4/21/2009 10:58:26 PM
From: Sr K
   of 64865
 
Oracle is experienced. They had that with PeopleSoft.

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To: Sr K who wrote (64834)4/21/2009 11:00:34 PM
From: Charles Tutt
   of 64865
 
So are they going to can MySQL?

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To: Charles Tutt who wrote (64835)4/21/2009 11:02:20 PM
From: Sr K
   of 64865
 
IDKETA

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From: Arthur Tang4/22/2009 6:15:35 AM
   of 64865
 
Will Ellison move Java like peoplesoft? 2 bagger?

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From: Don Green4/22/2009 9:04:20 AM
   of 64865
 
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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