
Oracle announces a $7.4B deal for SUN just a few weeks after the IBM
deal fell through. Oracle now controls a significant major open source
alternative and a nice piece of the high end computing business. These
open source components have been viewed as the alternative to the
dominance of the Big 4 or MISO (Microsoft, IBM, SAP, and Oracle).
Oracle also gains an innovation engine with the assets of Sun's Labs
groups which pioneers a series of innovations that include potential
enterprise solutions for the virtual world. The deal puts Oracle on a
continued path to acquiring deeper components of the enterprise
computing stack. Here's how the stack looks:
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