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Posted by Ray Wang on April 20, 2009
By R "Ray" Wang
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:
The bottom line- Oracle succeeds at post merger integration where others often fail
Despite skepticism, Oracle has made these acquisitions work from a financial perspective, with year-over-year quarterly profit growth that has generally been well above 20%. Some key success factors include:
What do you think abou the acquisition of SUN? Did you count on SUN as your open source stack alternative to the Big 4? Send me a private email to rwang0 at gmail dot com. Posts are preferred! Thanks and looking forward to your POV!
Copyright © 2009 R Wang. All rights reserved.
Reposted from http://blog.softwareinsider.org