Mike Workman
 

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April 20, 2009

A Better Fit: Oracle to Purchase Sun

Well, now just when the bloggers who have a day job thought there might be a lull in the action, Oracle pops up with its intention to purchase Sun. You have to write about this, right? Sure, everyone and their Grandma will….and Grandma probably has a blog these days, and you know the old bat is trying to scoop you.

Well here is what I have to say: Look out everyone else. This is a storm on the horizon that you don’t want to ignore.

I also have to say that I have no inside dope on this whatsoever, all my opinions are just that – opinions – and they are indeed mine.

When Larry started Oracle, he started with a paper that had been written by IBM on relational databases. Larry is the master of recognizing technology and turning it into a commercial success; Brains, technically savvy, and commercial know-how.

When I wrote the Blue Sun post, I was sad about the fact that IBM would most assuredly put the final stake through Sun’s heart. Sun has played a key part in ruining Sun up to now. Let’s be honest, it wasn’t Bill Gates. IBM cannot recognize key technologies anymore. They bought Storage XIV didn’t they? Besides, whenever IBM gets hold of a good technology it fumbles around with it until they are forced to sell it to the Chinese.

But Oracle on the other hand, whoa, these guys can turn a post-it note into a business! Oh wait, that was 3M. Anyway, Oracle will sort through the piles of great stuff (expletive deleted by me – aren’t you proud?) and turn it into gold. With Larry’s bold and aggressive personality and Safra’s huge operational focus, I think we might just have a winner here folks.

What will be interesting to see is how the coopetition unfolds…before this Oracle didn’t really compete with its partners, unless you count the database storage product that it did with HP. There are two ways to think about Oracle’s Exadata: 1) it’s too small to threaten any of its partners, or 2) it is too specific a solution to generally threaten anyone. Hmmm.

More importantly, I think this is good for Sun and their employees. Sun is a national treasure; a setting Sun is not good for anyone.


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