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To: Robert Scott Diver who wrote (3674)8/5/1998 5:34:00 PM
From: Arrow Hd.  Read Replies (2) | Respond to of 8218
 
It would be expensive and controversial but so was the Lotus deal.
Another point is IBM's R/6000 has had a tough time against the Sun
workstations so if IBM looks at its servers and analyzes their
strengths they can talk proud about S/390, AS/400 and even the high
end Risc SP2 but the R/6000 has had problems. So you pick up a
market leader with this type of acquisition and I think JAVA will be
strategic enough to warrant it this type of forward thinking. But
it is expensive and there will be opinions on both sides of the fence.
IBM works closely with lots of companies but they have had poor
penetration in high growth segments so IBM has not grown with the
industry. This has been one of the most critical points for the low
multiple. Frankly, I dont think this will happen but I can think of
plenty of worse deals.



To: Robert Scott Diver who wrote (3674)8/7/1998 9:42:00 AM
From: Chip Munk  Read Replies (1) | Respond to of 8218
 
SUNW already has little choice but to work closely with IBM on JAVA


A gorilla like IBM wouldn't be working with a natural competitor like
Sun unless they were in a position of weakness.

Sun controls the Java standard.

Open competition between Sun and IBM on Java will do nothing but lead
to unix style fragmentation. This is kind of hard to avoid when they
are both hardware companies with much overlap.

So how can any alliance work?


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