Today Oracle announced the acquisition of Sun, only 2 weeks after IBM cancelled the acquisition talks with Sun. I'm not sure what this will mean, as Oracle has been moving away from Sun for a long time. This might impact the close relationship Oracle has cultivated with both HP and Dell. It looks like Oracle wants to broaden its horizon into hardware as well, which was already indicated last year with the introduction of the HP Oracle Database Machine.
MySQL, only just acquired last year by Sun, becomes the latest addition to Oracle's database portfolio. Will this mean MySQL will no longer be OSS? Personally I don't think so.
The favored sector is Tech and this sector has held the top position over the last 12 months. Growth stocks are also a hot item of late, the market sees the economy in a more positive view for the second half of the year and this should bode well for growth stocks. An additional upside of 6% is expected from current market levels to the end of the year. The majority of this optimism is due to the market rally since March, investors believe the market has bottomed. Regardless of the expected drop (approximately 20%) in earnings this year, a common consensus is the rebound in 2010 will be in the double digits. I’m certain Oracle has this information in mind prior to its acquisition.
ReplyDeleteWell the 51th acquisitions since 2005 wasn't Dell. Should Michael Dell be even more worried now? Or should Oracle's customers be worried that to much focus will be inwards on integration of the acquisition?
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