Oracle To Buy Sun For US$7.4 Billion: Bold Stroke Or Bridge Too Far?

This document provides vendor strategists with an overview of the impact of the Oracle-Sun deal on IT industry in the key Asian markets, which account for roughly 15% and 18% of global revenue for Oracle and Sun respectively, for a total of more than $5B. This report particularly focuses on the top four markets in the region: Japan, China, Australia, and India. The document notes that the IT market has been fundamentally altered and more acquisitions in the industry should be expected. The analysis concludes that with the acquisition of Sun, Oracle becomes a more formidable enterprise computing competitor for IBM, HP, Microsoft, SAP, and Cisco.