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Again: IBM-Sun merger rumours
Wednesday, March 18. 2009
Every now and then there are merger rumours: Some company is said as a likely candidate for buying Sun. Mostly it´s IBM and indeed ... the WSJ writes "IBM in Talks to Buy Sun in Bid to Add to Web Heft".
Well ... just a short comment: Pure speculation. And i´m sure Sun will cost more than 6.5 bn $. Additionally i see a vast amount of regulatory problems and there are almost no interesting effects: You can´t do a joint OS development (AIX vs Solaris) or hardware development (Power vs SPARC). The M9000 and the zSeries compete for the same customers.
So .... let´s wait and see ... but i´m sure, this rumour will go the way of all rumours before ....
Well ... just a short comment: Pure speculation. And i´m sure Sun will cost more than 6.5 bn $. Additionally i see a vast amount of regulatory problems and there are almost no interesting effects: You can´t do a joint OS development (AIX vs Solaris) or hardware development (Power vs SPARC). The M9000 and the zSeries compete for the same customers.
So .... let´s wait and see ... but i´m sure, this rumour will go the way of all rumours before ....
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Maybe they dont really want any synergy effects, but just buy and later close a bothersome competitor 
But it would be a little bit expensive ...
But it would be a little bit expensive ...
The SPARC and Solaris market is to large to let it dry down ... there is money to make .... i assume there is someone who wants to sell his SUNW stocks and make a better price with it by this rumour
Maybe they'll adopt the DEC Alpha / Intel "solution":
Sparc emulation on PowerPC.
Btw. was DEC smaller / bigger than Sun nowadays ?
On the first view I see a lot of similarities, like own Risc CPU plus own Unix OS, but maybe I am dead wrong
cheers
Alex
Sparc emulation on PowerPC.
Btw. was DEC smaller / bigger than Sun nowadays ?
On the first view I see a lot of similarities, like own Risc CPU plus own Unix OS, but maybe I am dead wrong
cheers
Alex
They must love the whole ball and chain thing. Way to go in a recession!
Euer lieber CEO redet sonst über jeden Mist und ausgerechnet sowas kommentiert man nicht ? Deswegen halte ich das nicht für ein Gerücht sondern leider bittere Wahrheit. Sowas gibt Firmenintern wieder einen Motivationsschub ohne gleichen.
Auf der anderen Seite bleibt die Frage warum IBM sich einen Verlustbringer wie SUN ans Bein binden sollte. Gerade jetzt in der Krise müsste man nur etwas warten und bekommt SUN für einen Spottpreis.
No comment to this.
In recent months, Sun has approached a number of large tech companies in the hopes of being acquired, said people familiar with the matter. The world's largest tech company, Hewlett-Packard Co., declined the offer, said a person briefed on the matter. A spokesman for Dell Inc., the world's third-largest server maker, declined to comment.
Auf der anderen Seite bleibt die Frage warum IBM sich einen Verlustbringer wie SUN ans Bein binden sollte. Gerade jetzt in der Krise müsste man nur etwas warten und bekommt SUN für einen Spottpreis.
No comment to this.
In recent months, Sun has approached a number of large tech companies in the hopes of being acquired, said people familiar with the matter. The world's largest tech company, Hewlett-Packard Co., declined the offer, said a person briefed on the matter. A spokesman for Dell Inc., the world's third-largest server maker, declined to comment.
Thanks for the perspective Joerg - I always feel better reading your and BMSeer's blogs
Sun is good for IBM for 3 reasons:
1) HUGE IP portfolio
2) HUGE IP portfolio
3) Did I mention the IP portfolio?
With Linux so dominant I can't see regulators complaining about the merger. The tape issue isn't huge either - Hitachi make tape too.
I think it will go ahead for $10 a share. There are just too many investors (South Eastern and KKR) who would like to cash in and apply the money to something else in this down market.
Just my 2c
1) HUGE IP portfolio
2) HUGE IP portfolio
3) Did I mention the IP portfolio?
With Linux so dominant I can't see regulators complaining about the merger. The tape issue isn't huge either - Hitachi make tape too.
I think it will go ahead for $10 a share. There are just too many investors (South Eastern and KKR) who would like to cash in and apply the money to something else in this down market.
Just my 2c
Eins noch. Schon bei dem massiven Verlust in Milliardenhöhe spekulierte man das SUN sich für eine Übernahme bereit macht. Dann geht Bechtholtsheim und nun heisst es das SUN schon bei HP abgeblitzt ist.
Thats no rumors.
Thats no rumors.
Nun ... Andy ist zunaechsteinmal nicht gegangen, sondern teilt seine Aufmerksamkeit mit Arista .... die Medien habens anders geschrieben. Ich verstehe das ... in Arista steckt immerhin viel Geld von Andy ... und ich glaube das noch nicht wirklich mit HP ... ich denke eher hier soll eher Stoerfeuer fuer den Cloud Launch werden oder ein kuenstliches Steigern des Kurses, damit eine der Firmen ihre Positionen loswerden kann.
Der Kauf von Sun durch IBM wuerde einfach wenig Sinn ergeben ... fuer beide Beteiligten nicht.
Der Kauf von Sun durch IBM wuerde einfach wenig Sinn ergeben ... fuer beide Beteiligten nicht.
As I mentioned in my blog article, this part of the news is interesting:
In recent months, Sun has approached a number of large tech companies in the
hopes of being acquired, say people familiar with the matter. The world’s
largest tech company, Hewlett-Packard, declined the offer, says a person
briefed on the matter. A spokesman for Dell Inc., the world’s third-largest
server maker, declined to comment.
--> http://blog.dogan.ch/2009/03/18/ubernimmt-ibm-sun/
It looks like, that Sun asked IBM. This slightly different than the rumors we had in the past.
In my opinion, Sun and IBM do not match together. Both are competitors and both have many similar products. That would mean, that many products would have to disappear after a merge.
It would make more sense, if Fujitsu would by Sun. Both companies could benefit from each others experience.
In recent months, Sun has approached a number of large tech companies in the
hopes of being acquired, say people familiar with the matter. The world’s
largest tech company, Hewlett-Packard, declined the offer, says a person
briefed on the matter. A spokesman for Dell Inc., the world’s third-largest
server maker, declined to comment.
--> http://blog.dogan.ch/2009/03/18/ubernimmt-ibm-sun/
It looks like, that Sun asked IBM. This slightly different than the rumors we had in the past.
In my opinion, Sun and IBM do not match together. Both are competitors and both have many similar products. That would mean, that many products would have to disappear after a merge.
It would make more sense, if Fujitsu would by Sun. Both companies could benefit from each others experience.
What´s strange at the report: They asked Dell, who declined, but they didn´t asked HP with their informations in background. But the combination of both in the same paragraph move both information fragments into the same group of validity. The first one is still just a rumour .... not commented by HP. That´s an interesting choice of words ...
Die einzige ernst zu nehmende Schnittmenge von HP und Compaq waren x86 Server. Tru64, NSK, OpenVMS vs. HP-UX. MIPS, Alpha vs. PA-RISC. Und? Hat es einen bei HP interessiert? Nö. Also an einem so oft genannten Gerücht muss was Wahres dran sein.
So, if they did buy them.. What on earth would happen to all the delicious, moist and tasty open source software Sun maintains, provides, and installs? Would it just end up in IBM's basement and be entrusted to hobbyists? (yeah, because the hobbyists are gonna care about Solaris when they have their beloved Linux, nevermind ZFS and the crappiness of ext's..) I would be all for it if IBM would, say, GPL AIX and start sharing and caring between the two code bases, but I really can't see that happening. And it's not like IBM is gonna maintain two competing UNIX operating systems.
Ahem, IBM would probably assimilate and rename some of the open source software, if not all. However, they've been particularly open to open source development.
One needs to remember that they are so large that they have internal competition as well as external; from the outside looking in, this has worked well for them.
DSL
One needs to remember that they are so large that they have internal competition as well as external; from the outside looking in, this has worked well for them.
DSL
Momentan kauen alle nur den gleichen Artikel vom WSJ wieder .....
There are nothing from ibm.
- why should IBM not say "Hey, what shoud WE do with SUN. Its not our target". There is no reason about this.
There are nothing fom your leader. I guess your companiehead does not know how bad this rumors are for the hole company, specialy if i like to make a cut of 6000.
Thats bad guys, that realy bad. If this is true and this deal will not completed, it will be a absolut sundowner. Why should you like to work for a company where the CEO goes to some other companys with the hope that they will buy SUN?
Thats bad.
- why should IBM not say "Hey, what shoud WE do with SUN. Its not our target". There is no reason about this.
There are nothing fom your leader. I guess your companiehead does not know how bad this rumors are for the hole company, specialy if i like to make a cut of 6000.
Thats bad guys, that realy bad. If this is true and this deal will not completed, it will be a absolut sundowner. Why should you like to work for a company where the CEO goes to some other companys with the hope that they will buy SUN?
Thats bad.
There is a reason for silence.
There are two possibilities.
1. The rumors are true.
2. The rumors are false
Now if the rumors are false and someone who can speak officially comes out and debunks them, that sets a precedent. If in the future it turns out that we are in some kind of talks and they remain silent, then something can be read in to that.
Now if the rumors are true, then obviously there will be regulatory reasons why we have silence.
Either way, until there is something to actually say, don't expect anything apart from What Scott responded with email to one reporter. That is along the lines of 'IT is Sun's policy to nor comment on rumors no matter how ridiculous or how true they may be' - sorry I can't recall the exact quote but that is close.
Alan.
There are two possibilities.
1. The rumors are true.
2. The rumors are false
Now if the rumors are false and someone who can speak officially comes out and debunks them, that sets a precedent. If in the future it turns out that we are in some kind of talks and they remain silent, then something can be read in to that.
Now if the rumors are true, then obviously there will be regulatory reasons why we have silence.
Either way, until there is something to actually say, don't expect anything apart from What Scott responded with email to one reporter. That is along the lines of 'IT is Sun's policy to nor comment on rumors no matter how ridiculous or how true they may be' - sorry I can't recall the exact quote but that is close.
Alan.
+1
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The book with the consolidated Less known Solaris Tutorials is available for download here
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