Pravin K

Sun Gets Riskier - Analysts

In my view its time for some consolidation on the server side of things. Sun has been looking like a cheap stock for sometime now. When Sun hit $4 in 2003, I wonder why a company like Dell which needed credibility on high end data centre and Enterprise space (then) did not swoop in and purchase Sun. Perhaps this is a combination worth doing...even now. It will help both companies grow together, and whats more Dell's supply chain can help. Sun's software focus and strong platform delivery will help Dell. Added to that package is Sun's StorageTek division. Its a steal at any price below $10. I wonder when Micheal Dell take notice. I am sure Sun will not like it....but with more money and size to go around and protection of their culture assured, I am sure the deal can be done.

I wonder who will take the first step.