It’s no secret that Larry Ellison wanted Sun Microsystems (JAVA) for its software, not its servers. Regulatory filings show that before the hard-charging Oracle (ORCL) CEO put together his successful $5.6 billion offer and outbid IBM (IBM) for Sun in April, another party was kicking the tires as well.
Since then, though, Ellison has said that he intends to keep all of Sun for himself.
But maybe he doesn’t. A person with knowledge of the communication between Oracle and HP suggested to me recently that Oracle still might deal those hardware assets to HP. And you know what? It could be a fine idea for both of them.