See the full post for some insights from Burton Group Research Director Drue Reeves (preview: Dell and Cisco top his list)
Personally, I don't think we've heard the end of this deal. IBM really doesn't want Sun to fall into HP, Dell, or Cisco's hands. Sun really doesn't want to go-it-alone until another suitor arrives.
Last time I posted a blog on this deal, I described what this meant for other server vendors in this market. Given this situation, let's do that again.
I continue to believe a joint HP/Oracle deal would make the most sense, but whoever ends up acquiring and dismantling Sun is going to have to first get over having to give a big cash pay-out to the Sun senior management team that dragged the company into its precarious present position