BeachRider

Can Oracle Protect Its Robust Margins Even with Recent Sun Acquisition?

I wish Oracle well, but the JAVA acquisition is unlike the BEA work. Margins are much lower and loss of Rock will contribute to shrinkage of server-base for SPARC-hardware & Solaris. They are due the stock appreciation today for the fine performance of the past quarter. There should be a cold shiver going down their back for the Sun-effects upon ORCL in the next several quarters.

Sun-Oracle Deal Remakes the IT Landscape

I don't get why ORCL wanted SPARC or the IA32 business. I don't see HP as being interested in it, at all. IBM would expect ORCL to struggle with it.
I agree on the tape/disk stuff. It just aggravates HP (a traditional ORCL ally).
Did Ellison just need to bail out Sun's board of directors?