I’m starting to feel like the boy who cried Wolf. Unlike the IBM announcement, the SUN board has approved this merger. Oracle is even offering $0.10 more per share than IBM…interesting. Some snippets from the analysts include:
Shannon Cross, Cross Research: “It’s a very interesting acquisition in that it gives Oracle a very strong operating system. It gets hardware, which should be interesting to see since Oracle doesn’t make things. It’s going to give them access to customers who weren’t using the Oracle database.”
Robert Jakobsen, JYSKE “It makes sense also historically, Oracle has been more successful commercializing software than Sun.”
It even appears that even Steve Ballmer from MSFT is “very surprised” according to this article.
I wonder what this is going to do on the eHealth side of things. I think Robert Jakobsen has nailed it. This is not so much about SUN hardware, I seriously doubt Oracle would pay this much money for a declining UNIX server player…although it does get them into hardware. This is about Java and how important this has become to the Oracle stack.
It will be odd, in the Canadian eHealth market, to see Oracle go from pure Infrastructure player to selling Apps and SI services (ie portions of big provincial EHR projects across Canada).