For those of you following the Oracle acquisition of Sun, this is a great post by a solid analyst.
From Rob Enderle, Enderle Group Mergers are very difficult to do, and while Oracle is one of the best at doing them there are degrees of difficulty. On a scale of 1 to 10 the Sun acquisition by Oracle is likely an 11 and will probably fail. Whether it takes Oracle with it may be a question for a later time, but let’s explore why Snorkel appears to be trending back to becoming Oracle at some future point. Ranking Mergers I spent a number of yea … Read More