Oracle buy Sun Microsystems

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IBM in talks to buy Sun Microsystems

By S. John Tilak
BANGALORE (Reuters) - IBM is in talks to buy Sun Microsystems Inc for at least $6.5 billion, The Wall Street Journal reported, in a deal that could bolster their computer server products against rivals such as Hewlett-Packard Co.
That would translate into a premium of about 100 percent over Sun's Nasdaq closing price Tuesday of $4.97 a share, the paper said, citing people familiar with the matter.
Sun, which was not immediately available for comment, has long been cited as a takeover target for International Business Machines Corp, HP, Dell Inc or Cisco Systems Inc, which this week unveiled its plan to start making blade servers that power corporate computer networks.
But bankers and analysts have also said the challenge of valuing Sun's intertwined software, hardware and services businesses could put off potential buyers. The company has never fully recovered from the dot-com bubble burst in the early 2000s, when demand for its high-end servers cratered.
"It makes sense in an industry consolidation view, but looking at Sun's performance over the last couple of years, it's not one of my top picks for IBM to buy," said Jyske Bank analyst Robert Jakobsen, speaking from Denmark.
"Having said that, there's clearly a huge synergy combining these two companies," he said.
"It will lessen the competitive pressure within the data center," he said, adding, "The market hasn't been kind to Sun Microsystems in the last 12 months. So it's not an expensive acquisition in my view."
An IBM spokesman in Bangalore declined to comment. The U.S. representatives of the company, which had nearly $13 billion in cash at the end of 2008, were not immediately available.
The Frankfurt shares of Sun rose 54 percent after The Wall Street Journal's online report, which said the company had approached a number of large tech companies in the hopes of being acquired. HP declined the offer, the paper said, citing a person briefed on the matter.
The paper said a deal with IBM could happen as early as this week, but that talks could also fall apart. If IBM buys Sun, it would be the company's largest acquisition since it bought Canadian software maker Cognos for about $5 billion in January 2008.
GLOBAL IT SPENDING CUTS
IBM was the world's largest maker of servers in the fourth quarter, with a market share of 36.3 percent, according to market researcher IDC. HP came next with 29.0 percent, followed by Dell, 10.6 percent; Sun, 9.3 percent; and Fujitsu, 4.2 percent.
The top five server vendors all posted declines in their fourth-quarter server revenue, hurt by pullbacks in corporate spending on technology due to the weak global economy.
Cisco's new foray into the server market could trigger a wave of mergers and acquisitions, analysts have said, citing data equipment maker Brocade Communications Systems Inc, infrastructure software maker Citrix Systems Inc and niche network optimization companies, such as Blue Coat Systems Inc and Riverbed Technology Inc, as possible targets.
"This is about the fact that IBM wants to become a one-stop shop for all IT related offerings, whether it is hardware, software services or solutions," Avinash Vashistha, chief executive at IT consultancy Tholons Inc, said of IBM's reported interest in Sun. "They have been executing this strategy for the last few years and with the Sun deal, they will only accelerate that move." Continued...
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FONTE: Reuters
 
What IBM might gain by buying Sun Microsystems

A report in today's WSJ alleges that IBM is in talks to buy Sun Microsystems. The rise of commodity server hardware has been particularly unkind to Sun, which was adrift before the economic crisis finally pointed the company in a very specific direction: down. Could IBM be looking to take out a weakened rival?
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Fonte
 
syMMys disse:
Diferentes em quê?

Preferia que fosse a Apple a comprar a Sun e iniciar-se a sério no mercado empresarial.
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Na filosofia da empresa, quase tudo. Quero ver se com a IBM a mandar na Sun, se o CEO continua a ter um blog, por exemplo.

Sendo a SUN uma formiga comparada com a IBM, provavelmente a parte de hardware desaparece.
Estou curioso para ver o que acontece ao Solaris, visto existir o AIX ou ao Mysql, existindo o DB2.

A Apple já tem uma boa base para entrar no mercado empresarial, mas nunca apostaram no que têm. A Apple comprar a SUN seria no mínimo engraçado.
 
Se isso acontecer, essa compra vai ser no intuito de esmagar possivel concorrencia. Eleminar SPARC e Solaris, para que o POWER e AIX, ficassem sozinhos no mercado.
 
Nemesis11 disse:
Na filosofia da empresa, quase tudo. Quero ver se com a IBM a mandar na Sun, se o CEO continua a ter um blog, por exemplo.

Sendo a SUN uma formiga comparada com a IBM, provavelmente a parte de hardware desaparece.
Estou curioso para ver o que acontece ao Solaris, visto existir o AIX ou ao Mysql, existindo o DB2.

A Apple já tem uma boa base para entrar no mercado empresarial, mas nunca apostaram no que têm. A Apple comprar a SUN seria no mínimo engraçado.
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Ah, na Filosofia. Sim, claro! Uma é mais "cinzenta", a outra mais "jovem e dinâmica".

A Apple livrou-se de ser comprada pela Sun há largos anos. Era engraçado ser agora a Apple a comprá-la. :D

Não sei se a Apple tem "estaleca" para abraçar o difícil mercado empresarial, e sobretudo perder dinheiro, mas poderia ser bom fazer uma "Microsoftada". Atacar o mercado empresarial para descer pelo "empregado" até casa dele. :D E interligar os gadgets Appleianos à infraestrutura que temos nas empresas seria muito interessante.
 
I.B.M. Said to Be Near Deal for Sun at Lower Price

I.B.M. is close to a deal to acquire Sun Microsystems, a maker of computer servers and the creator of the Java programming language, for about $9.50 per Sun share, people familiar with the discussions told DealBook on Thursday.

The price for Sun would be somewhat lower than the nearly $10 per share that I.B.M. was said to be considering when the deal talks were first reported about two weeks ago. The deal agreement would come with stronger terms, however, giving I.B.M. fewer opportunities to walk away, these people said.

A deal could be announced as soon as Friday.

Neither Sun nor I.B.M. have yet commented on reports that the two technology companies were in merger talks.

But analysts have said that I.B.M. may be most interested in Sun’s software assets, including Java and Solaris, an operating system that is a version of Unix.

Sun’s stock was up nearly 2 percent to $8.15 on Thursday afternoon, putting its market capitalization at about $6 billion.

I.B.M. was up almost 3 percent, to $100.42.
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http://dealbook.blogs.nytimes.com/2009/04/02/ibm-said-to-be-near-deal-for-sun/?ref=technology

Pode ser já esta sexta-feira.
 
Negotiations apparently broke down on Sunday when Sun's board regected a reduced offe

Pelos vistos, não é desta.

Mas fica o resto do artigo, que é interessante:
After weeks of private negotiations, IBM was poised to buy rival Sun Microsystems for a reported $7 billion. Negotiations apparently broke down on Sunday when Sun's board regected a reduced offer. But beyond allowing IBM to reclaim from Hewlett-Packard the title of world's biggest computer company, why would the company even want Sun, a sprawling Unix vendor that has struggled for years to even show a profit? The answer, according to insiders at both companies, lies in Sun's intellectual property.
Not only would Sun be IBM's largest acquisition ever, but the buy is out of character for the staid mainframe company, which has for several years worked to streamline itself and become a very profitable vendor of computer and Internet services. But sometimes a deal comes along that's simply too good to pass up. Despite years of losses, Sun has continued to spend an average of $3 billion per year on research and development. Sun also has a huge patent portfolio that might have unique value to IBM, the world's largest and arguably most aggressive licensers of technical IP, according to experts in IP licensing.
The parts of Sun that have most value to IBM are the Java programming language, Solaris (Sun's version of the Unix operating system), the MySQL open-source database, and certain virtualization and cloud-computing components.
IBM has already made a huge commitment to Java, a language that it doesn't control. Now almost 15 years old, Java has come into its own as a platform for mobile computing and server applications. "As a high-level language, Java is ideal for applications that are intended to run for weeks and months at a time without having to restart," says Paul Tyma, former senior developer of server software at Google and now chief technical officer at Home-Account, an Internet startup in San Francisco. "Compared to older languages like C++, Java is ideal for large enterprise applications," he adds. "The longer it runs, the better it runs."
Java is also the dominant development environment for applications running on more than one billion mobile phones--an area of computing that is not only growing like crazy, but, with mobile devices being replaced every 18 months, evolving like crazy. Now IBM will have a crucial piece of that new business.

IBM already has its own version of the Unix operating system, called AIX, but Sun's Solaris has larger market share and runs on a broader selection of hardware than AIX, which is aimed primarily at very big systems. But there's an additional attraction to Solaris, one that is critical primarily for legal reasons.
For years, IBM has been dogged by a lawsuit from the tiny SCO Group of Lindon, UT. SCO holds certain rights to the UNIX operating system acquired from Novell and before that AT&T, and the company claims that IBM is responsible for allowing certain SCO UNIX code (and possibly AIX code) to be inserted in Linux, an open-source version of Unix that IBM has been involved in developing. While IBM has the upper hand in the SCO suit, which has been ongoing since 2003, it has become clear that some code commingling has taken place, which could hurt future copyright and intellectual-property claims over software developed for Linux and AIX. Sun's Solaris, however, has taken an entirely separate development path and is free of any such taint. In other words, its DNA is clean. Given the years of SCO litigation, this has value for IBM.
Both Sun and IBM are major players in the Unix workstation market. If there are antitrust concerns about this merger they will probably center on the intersection of those hardware businesses.
IBM already owns the DB2 SQL database, while Sun paid $1.1 billion last year to buy MySQL, the most popular open-source SQL database around. Owning this would potentially give IBM new advantages at both ends of the market and help the company compete better against Oracle Corporation, its chief database rival.
Cloud computing, in which applications run in data centers on hundreds or thousands of servers, is an important new computing market. Cloud computing is dependent on virtualization--software that allows several operating systems to run at one time on servers used in the cloud. IBM has recently made several significant announcements about cloud computing and server virtualization. But announcements alone aren't enough, according to sources inside IBM. Sun has virtualization and cloud-computing software that will allow IBM to deliver what it has promised.
No wonder IBM is so interested in Sun.
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fonte: http://www.technologyreview.com/business/22391/?a=f
 
Oracle compra Sun Microsystems


Oracle to buy Sun for $7.4B after IBM dropped bid


NEW YORK – Information technology company Oracle Corp. said Monday it is buying Sun Microsystems Inc. in a cash deal the company valued at $7.4 billion after IBM abandoned its bid to buy the networking equipment maker.

Redwood Shores, Calif.-based Oracle will buy Sun shares for $9.50 each in cash. The price represents a 42 percent premium to Sun's Friday closing stock price of $6.69. Net of Sun's cash and debt, the transaction is valued at $5.6 billion, Oracle said.

IBM had offered to buy Sun for $9.40 per share, but acquisition talks fell apart earlier this month. Sun balked at the price and canceled IBM's exclusive negotiating rights, leading IBM to withdraw its offer.

Oracle expects the purchase to add at least 15 cents per share to its adjusted earnings in the first year after the deal closes. The company estimated Santa Clara, Calif.-based Sun will contribute more than $1.5 billion to Oracle's adjusted profit in the first year and more than $2 billion in the second year.

Sun, which invented the Java programming language used to develop applications for Web sites and mobile phones, has been reluctant to sacrifice its independence, even as it reports big losses. Despite billions in sales — $13.3 billion over the last four quarters — the company has not been able to turn a consistent profit, losing $1.9 billion in the same period.

Analysts have long said the company can not stand on its own and many were skeptical the company would be able to find another buyer after talks with IBM broke down.

The IBM talks may have been derailed by antitrust issues since the two companies overlap in several areas. In tape-based data storage, for example, together IBM and Sun would hold 52 percent of a $3.1 billion market.

The companies had been working out the terms of a commitment from IBM that it would see the deal through even if antitrust regulators raised objections.

The deal with Oracle may not be plagued by the same antitrust issues, since there is significantly less overlap between the two companies. Still, Oracle would be able to use Sun's products to enhance its own software systems.

Oracle's main business is database software. Sun's Solaris operating system is the leading platform for that software. The company also makes "middleware," which allows business computing applications to work together. Oracle's middleware is built on Sun's Java language and software.

The transaction has been approved by Sun's board of directors. Oracle expects to close the deal this summer.

Shares of Sun jumped $2.46, or 36.8 percent, to $9.15 in premarket activity while shares of Oracle fell 68 cents, or 3.6 percent, to $18.38.
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http://news.yahoo.com/s/ap/20090420/ap_on_bi_ge/oracle_sun


Aqui, sim. Um negócio que faz sentido, onde os produtos de cada uma se complementam, em vez de ser um negócio de pura concentração na mesma área.
 
Falta ver o que vai ser feito do Mysql, especialmente depois dos forks e builds não oficiais que já ganharam alguma popularidade, do abandono de alguns developers e do controverso lançamento do 5.1.

Outro a ver é o que vai ser feito ao ZFS e ao BTRFS. Fora as licenças, não fazem sentido os dois existirem.

Fora isso, a compra por parte da ORACLE, para a SUN, acho que faz mais sentido, do que a IBM.
 
Última edição pelo moderador:
Se por um lado concordo que a compra por parte da Oracle até é capaz de fazer mais algum sentido, não posso deixar de dizer que até não via com mais olhos a fusão da IBM com a Sun, duas grandes empresas com ligações ao opensource, criando uma estrutura ainda maior e mais forte.

De qualquer maneira é como digo, não discordo totalmente da utilidade do negócio.

Algo que me deixa na expectativa é precisamente o que o Nemesis falou, isto é, a possivel canibalização de algumas ofertas em função de outras. A ver como a Oracle vai gerir isto.
 
Como vi escrito algures: "It's the Oracle of the Sun!!!" :-D

No meio disto tudo, e como já foi referido, a grande questão é mesmo o que vão fazer com o MySQL :wvsore:
 
Hum... Relativamente ao mysql pode ser que acabe por ser como na autodesk que mantém até hoje o maya e o 3dsmax sendo que estes se canibalizam completamente um ao outro :P As long they use one of ours they won't use one of theirs :P
 
Última edição:
nao e so o mysql.. a sun é uma gigante... uma autentica aranha...

do hardware com SPARK a software de alto nivel com JAVA... a sun criou muito.. ha muitos projectos que estou tambem curioso para ver no que vão dar..
alem do Mysql existe OpenOffice, Java, Zfs, OpenSolaris o pŕprio solaris. é muito poder... vamos ver no que dá, mas tenho receio.. nao vejo a oracle ter experiencia em certas áreas em que a sun é fundamental.
 
Receio bem que tanto o MySQL como PostgresSQL comecem a ter dias contados, relativamente ao investimento feito em si por parte da SUN.

Se a coisa correr bem, a nova empresa pode competir com produtos muito bons em algumas areas em que a IBM era lider incontestavel de mercado.
 
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