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April 22, 2009 (updated May 1, 2009) Oracle's Sun Acquisition Is A Game Changerby Stefan Ried, Ph.D., Holger Kisker, Ph.D. with Christopher Mines, John R. Rymer, Miroslaw Lisserman |
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Executive Summary
Oracle has pulled off a series of aggressive acquisitions over the past five years, establishing a comprehensive portfolio of packaged business apps and middleware infrastructure. The pending acquisition of Sun Microsystems not only complements Oracle's software stack but also secures a segment of hardware customers that typically run Oracle software. The acquisition is welcome news for most Sun customers, as long as Oracle keeps Sun as a whole. The future will meanwhile be totally undetermined if Oracle sells Sun's hardware part of the business at some point. Other vendors will have to make significant changes to their strategies and ecosystem priorities to respond to Oracle's move.
This is an excerpt
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