Friday, December 04, 2009

What if Oracle's buyout of Sun falls through? | The Industry Standard

If Oracle were to walk away (which I consider unlikely), I suspect Cisco would be next in line

But what if Oracle walks away from the Sun buyout rather than accept conditions the EU might impose to protect MySQL? A failure to consummate the buyout would leave Sun in a weakened state but could in fact provide more clarity on the future of the Sun portfolio, said Valdes. Right now, Sun cannot say much about what it is doing, he said. (Oracle's Larry Ellison has stated publicly that he has every intention of completing the Sun buyout. Neither Oracle nor Sun would comment for this story.)

Still, if Oracle does walk away, it's likely Sun would then look for a new buyer rather than try to remain independent, said RedMonk analyst Stephen O'Grady. The recession of 2008-09 hit Sun at the worst possible time, and Oracle provided a safe haven in troubled times when it agreed to buy Sun last April. Since then, Sun's position has gotten worse, so it would still need a rescuer.

What if Oracle's buyout of Sun falls through? | The Industry Standard

No comments: