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MS, doubtful. Apple, likely. | 234 comments | Create New Account
Comments belong to whoever posts them. Please notify us of inappropriate comments.
Occam's Razor - MS not relevant
Authored by: Anonymous on Wednesday, April 18 2012 @ 05:24 PM EDT
Oracle are perfectly capable of doing stupid things without
encouragement from any other parties. They have a history of
screwing with OS projects.

Not to say that MS wouldn't be pleased to see Android cut
down to size (In a controlled way that might allow them to
take some market share.)

[ Reply to This | Parent | # ]

Paranoia
Authored by: sproggit on Wednesday, April 18 2012 @ 05:41 PM EDT
"I smell M$ in this somewhere. Problem is, where?"


I am no fan of Microsoft, but in this instance I believe you are wrong to attribute this to Steve B. & Co. If Steve was willing to throw a chair across a room when Steve Lukovsky announced his intention to quit for a job at Google, you can be pretty sure that he'd throw a room full of chairs through a greenhouse full of windows if someone did the dirty on him for Oracle.

The enmity between the two companies is legendary.

I do appreciate that Microsoft and Google are going toe-to-toe over a number of different markets, but that doesn't mean that MS had a hand in this. When they intervened in SCO vs IBM it was because they had a strategic need of the lawsuit [Vista was late and turned out to be a turkey] and because SCO represented no competition or threat to them. The same cannot be said of Oracle. MS would like nothing better than to displace Oracle out of corporate data centres the world over. Even more importantly, you must have read in testimony today that Oracle contemplated entering the mobile handset marketplace - which would have put them in direct competition with Microsoft.

If you have concrete evidence of Microsoft supporting Oracle in this one, well that's different. As it stands, however, I think that this entire deal stacks up differently.

Oracle needed to keep Sun afloat because more instances of Oracle RDBMS run on Solaris than any other OS - pretty much all the others combined. If Sun had imploded there was a real risk that Oracle clients would have gone to UDB on AIX, or Posgres/MySQL on Linux. Some of our other posters have postulated that it was MySQL that prompted Oracle to take an interest, but I am not convinced.

But there are some even more interesting aspects to this. Turn the question around a little and try it this way:

When Oracle did the deal, they paid $7.4 Billion for a company valued at $5.6 Billion. The $1.8 discrepancy was Sun's outstanding debt, which Oracle had to swallow. Umm, what? Why would Oracle pay $1.8 Billion - or 32% - over the odds for Sun? How about this for a quote:-
"“More Oracle databases run on the Solaris Sparc than any other system,” said Ellison, noting Linux was second. “We’ll engineer the Oracle database and Solaris operating system together. With Sun we can make all components of the IT stack integrated and work well.” Regarding Java, Ellison said it wanted Sun so it could own the building blocks for its middleware. Oracle’s middleware is built on Java and the applications giant said it will continue to invest in the software."

Or how about this piece at The Register, which not only doesn't mention JAVA in any way, shape or form, but also concludes with the interesting statement:-
"Ellison and McNealy were two of the prime movers behind the anti-Wintel coaliton which pushed the Network Computer. This was launched with much hoopla back in 1995. It's nice to know they've finally got there."

which rather neatly aligns with the theory that perhaps Microsoft aren't involved in this in quite the way that you suspect they are.

The articles give us more useful insight, however. Ellison/Oracle paid $7.4 Billion for a company that was in significant decline and which had a book value of $5.6 Billion. Have a think about that. How are they going to "monetize" Sun? Let's see:

Sell more hardware? Umm... tough - the engineers started leaving in droves.

Sell MySQL Licenses? Umm... tough - the source code was out on the internet and as had happened elsewhere, any attempt to play dirty with MySQL would simply have resulted in it forking in exactly the same way that happened when Oracle got a bit pushy with OpenOffice. [ And who hears about StarOffice any more these days? ]

Well, seriously [ I am not trying to be a smart-alec ] what does that leave in Sun's assets? As this 10Q, lodged with the SEC, shows, Sun made an operating loss of $168 Million in the three months ended March 29th, 2009. The loss was $2 Billion in the 9 months ended March 29th...

Sun's assets were:

1. Hardware and hardware maintenance.[ I include storage here].
2. Solaris and software maintenance.[Depends entirely on the hardware...]
3. MySQL. [ Available for free; perhaps limited paid support ].
4. OpenOffice. [ Available for free as LibreOffice. They killed the goose that laid these golden eggs ].


5. JAVA.

Now please tell me, if you were a sceptical commercial investor [say a fund manager] that you are convinced that Ellison made a good deal when he bought Sun?

I don't think so.

[ Reply to This | Parent | # ]

  • Paranoia - Authored by: PJ on Wednesday, April 18 2012 @ 05:53 PM EDT
    • Paranoia - Authored by: Anonymous on Wednesday, April 18 2012 @ 07:52 PM EDT
    • Chess - Authored by: sproggit on Thursday, April 19 2012 @ 01:49 AM EDT
      • Chess - Authored by: PJ on Thursday, April 19 2012 @ 02:05 AM EDT
      • Chess - Authored by: bilateralrope on Thursday, April 19 2012 @ 03:39 AM EDT
        • Chess - Authored by: JK Finn on Thursday, April 19 2012 @ 06:02 AM EDT
  • Paranoia - Authored by: Anonymous on Thursday, April 19 2012 @ 02:48 AM EDT
MS, doubtful. Apple, likely.
Authored by: Anonymous on Wednesday, April 18 2012 @ 06:27 PM EDT
I doubt Microsoft is involved here. But Apple's encouragement is quite
possible. Apple and Oracle are friendly, and Steve Jobs wanted to do *ANYTHING*
to squash Android. Android is a DIRECT competitor to Apple's iSTUFF, just as
Linux is a direct competitor to Microsoft's operating systems.

[ Reply to This | Parent | # ]

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