Well, as Sun is 'The Rumor Company' (I'm gonna trademark it before Michael Dell thinks about it...), and now it seems that everybody is speculating about who is going to buy Sun now that the shares are quite low, I'm opening a poll so I can recall your opinion of who should I start negotiating the selling of the company to.
It is not who you'd like to be buying Sun, but who you think would buy Sun most probably.
I'll give you some clues:
-HP: Well, after buying Compaq and EDS, why not buying the only real competitor left in the market? They'd gain a real operating system of their own and the software they lack in the middleware space. This would ramp them up to match and even overtake IBM. It is said that Don Grantham was negotiating with them and as no agreement was met, they decided to hire him. Who knows...
-IBM: They make a lot of money with Java, so they might want to control it and prevent HP taking control over it and become a formidable enemy.
-Oracle: They buy anything, so, why not entering the server market to complement its database offer? Besides, they'd buy a decent Identity and middleware software to abandon their own crappy one, and again, they'd gain control over Java. Besides that, they'd end up killing MySQL at once...
-Fujitsu: Everybody say that this would be fantastic for Fujitsu, as they'd gain a strong position in EMEA and USA, markets where they are weak selling servers, and complementing the APAC area, where they are pretty stronger than Sun. Besides, they'd get a cool middleware and Identity software and Java, and over all Solaris, would be under their control. But, I think this would be a bad move for them, as there would only be one SPAR vendor in the World, so the offer of this kind of server would be far less attractive.
-SAP: Well, they are getting now into the Identity market, and so buying a real Identity player, and having Java on their own would be an asset for the future. Apart form this, most SAP installations are running over Oracle, so shifting MySQL to be a real alternative to Oracle would be very interesting for them (and they'd kick Oracle for once in a while). What I don't like is that they speak German and I'm a little old to learn it right now...
-Sony: You may not know it, but in every BluRay there is a Java embedded, and we are paid for that. Apart from this, both companies are absolutely complementaries, and would cover the enterprise market and the consumer market (VAIO laptops, Play Stations, etc.). I'll write about this in a further post.
-Google: So far they build their own gear, so they'd be interested in a real hardware maker to improve their design and make a real server, and tweak a little more Solaris and substitute their crappy Google-OS. They are also trying to enter the mobile phone market, so Java-ME is something interesting to count on. And of course, Java would be very interested to be under their control.
-Microsoft: Maybe they are not at last interested in the server market, but they'd might maintain that line of business to gain credibility in the datacenter area, where nobody sane would use Micro$oft for anything really serious, like transfering money. They'd be very interested in Solaris, in using its kernel for future Windows Server versions and gain credibility. Also Java is an interesting asset (as .NET is a cheap copy of it at last), so they'd might make them converge and gain traction among developers. Also, they'd get an interesting stack of Identity and Middleware software to gain installed base, not to mention that they'd kill StarOffice to save their own Office Suite.
-Nestle: Well, why not... they are a big corporation, I can't think of a reason why they should not buy Sun...
Friday, August 22, 2008
Subscribe to:
Post Comments (Atom)
2 comments:
I would like to buy it, if I had enough money to do it.
Well, thankyou Winter Sun. Indeed,we have so many cash in the bank that you could buy Sun using a credit and then take that money to pay the credit back (and you still would save some more money...), but I guess the SEC thinks this is illegal or something like that..
Anyhow, ideas to save Sun or get rid of Schwartz elegantly are welcome...
Scoooter.
Post a Comment