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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (5342)	4/20/2009 11:09:59 AM
From: Mark Marcellus	Read Replies (2) \| Respond to of 6370

You never can trust orcl and java has been a perennial dog. That was my first reaction (and the market's) as well. However, the more I think about it, the more sense this deal makes. They increase their margins at their (many) customers running Sun hardware. They can run out the string on the workstation business and milk the support fees to pay for it. That is at worst a break even proposition. Meanwhile, they got Java for a little less than 6B. For ORCL, that's loose change. Ironically, while this will receive almost no scrutiny from the gov't and an IBM deal would have been gone over with a fine tooth comb, in the long term this is potentially much more anti competitive. Oracle having control of Java should be a daunting prospect for MSFT and IBM.