Tuesday, April 21, 2009

Is Oracle serious about hardware? | Between the Lines | ZDNet.com

See the full post for more speculation

Enterprise Irregular Anshu Sharma mentioned on our group mailing list that Oracle may have valued Sun’s hardware business at zero. Yup. Zip. Zilch. Nada. Sharma notes:

  • Oracle keeps all software parts of Sun.
  • Sells off or shuts down hardware business with bad margins. Perhaps Oracle partner HP would want a few chunks. EMC may want some storage lines. And any chip maker would want the Sparc intellectual property. If the market rebounds private equity may be interested. 
  • Oracle would hang on to a few hardware lines to build its uber-database-data center machine. 
  • The HP Exadata machine with Oracle keeps going.

Is Oracle serious about hardware? | Between the Lines | ZDNet.com

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