Sun and IBM Talks
Posted: April 16th, 2009 | Author: saldarji | Filed under: business, technology | 1 Comment »Did anyone else notice that neither Sun nor IBM have actually commented on the swirling acquisition rumors. The story today is very sensationalist. As a shareholder of one of the companies, I would love to know what is really going on. Maybe one day there will be a book about the deal, similar to Barbarians at the Gate.
The current assumption is that there is going to be some consolidation in enterprise hardware/software. Market values of many technology companies have fallen significantly, and there are many companies sitting on cash hoards. I would not be surprised to see big deals being made once the credit markets have returned to normal.
Meanwhile as IBM plays hardball, Oracle sneaks in and snatches up SUN.
The question is whether it’s a good decision.
The marketing spin of a complete stack is compelling. The reality of fitting that in with a company, any company would be a nightmare.