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Well, it looks like I called one aspect of the potential IBM/Sun deal dead right in my March 19 post below. Namely, that the very idea would drive Larry Ellison mad. The concept of IBM, or anyone else for that matter, controlling Java is simply something Ellison could not allow. Certainly, Oracle could behave badly (i.e. like IBM) with this acquisition, but their past behavior suggests that they will likely stay committed to open standards in technology.
Financially, Sun fits very well with Oracle, where long term recurring margin is king. With luck, the hardware business will see an upswing in innovation. Java, at least, seems safe for now. Larry Ellison the good guy? Who would have thought?
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