Evaluation of Oracle's acquisition of Sun: A giant fell down and a new empire was born

On the evening of March 13, Beijing time, an astonishing message came: Oracle (Oracle) announced the acquisition of sun for $7.4 billion. This transaction caused many people to be surprised. Previously, IBM and Sun had been involved in merger negotiations, but they finally ended in failure.

 

In fact, there have been rumors of Oracle's acquisition of sun for a long time before, but the real acquisition of Oracle's acquisition of Sun is surprising, according to Lao Yang, chief editor of 51cto.com and senior IT media reporter, the first reason is that the previous IBM acquisition of sun was so eye-catching that it ignored oralce's calm. On the other hand, many people think that oralce is only interested in MySQL, but I didn't expect Oracle's appetite to be so big ......

 

However, since it has already happened, we do not need to speculate on the reasons. So what will happen after the purchase? Yang believes that, as sun, the former IT infrastructure giant, fails to compete with IBM, it does not mean that the competition is over!

 

Three years ago, Yang wrote a blog article titled sun challenges IBM in the overall IT infrastructure field, analyzing the competition in the overall IT infrastructure market. At that time, HP withdrew from its own R & D in the computing and storage fields, and switched to the business field. In traditional fields, such as computing, storage, operating systems, middleware, databases, and tools, only IBM and sun have a full range of products.

 

Let's repeat the structure of the three companies:

 

Now we should understand the value of IBM's acquisition of Sun:Sun is only one of IBM's many competitors in the fields of computing, storage, operating systems, databases, and management. However, sun only has this product across the board!If it is "wiped out", IBM will no longer have full competitors.

 

There are many reasons for Sun's fall. This article is not analyzed by Yang. After all, in Silicon Valley, Oracle CEO Larry Ellison) scott mcnealy, founder and chairman of the board of directors of sun, said that the two American geeks in Silicon Valley, who dared to develop a more daring style, have always been "liked" by the media ", but at the same time, it cannot grasp the context. According to some analysts, one of the reasons why IBM had failed to buy sun was mlinini's strong opposition.

 

However, Oracle eats sun, but it makes an interesting change in the market competition situation ......

 

First, sun's computing and storage advantages are retained, which just makes up for the vacancy of oralce! The only problem is that Oracle cannot be positioned as a "software company" in the future ". However, Oracle's own management capabilities are still a big problem. According to Yang, Oracle is more likely to stand alone as a subsidiary-just like Sun Microelectronics (or the world's ).

 

Second, in the operating system field, due to Oracle's previous in-depth work in the Linux field, coupled with Sun Solaris's dominant position in the Unix field, the integrated sun + oralce is equivalent to standing on the top of the non-Windows Field. Lao Yang thinks that not only IBM, but Microsoft may have to look at the new Oracle from another perspective.

 

Third, the most important thing is that this integration will inevitably generate variables for Java itself, but Lao Yang believes that this change is likely to be positive. Oralce has been cooperating with sun for many years. Many Oracle software is based on Java, so this integration itself will not have a negative impact on oralce's applications. On the contrary, oralce joins, it may be a huge boost to Java itself!

 

Fourth, in the operating system field, the market ranking is oralce, the leader, and the hope star mysql. It is not good news for both IBM DB2 and Microsoft SQL server ......

 

The former King of workstations, the king of UNIX, and sun, the legendary Solaris and Java, fell down. However, just like the success of martial arts novels, he sent the accumulated energy over the past 27 years to Oracle, which is also expected to compete with IBM.Will we see the birth of a new giant? Let's wait and see!