The Wall Street Journal reported on September March 18 that IBM was about to acquire sun for $6.5 billion. Although the news was unconfirmed, it has caused an uproar. According to business joural, sun's shares rose 68% on Tuesday, from $4.97 to $8.36, but IBM's share price fell by 4% to $89.46.
Online bloggers are posting comments.Article. This blog post shows that IBM and sun both prefer open source (Linux and opensolaris) and cross-platform (Linux and Java, therefore, their merger may better combat Microsoft and Intel's X86 platforms, so it should be too useful. This blog post compares the case of HP's acquisition of Compaq (DEC), indicating that such a merger may be more likely to confront HP.
Of course, there are also some unapproved articles, such as this article on znet, the author thinks this is impossible at all, because IBM and sun have too many overlap, there is a lot of competition in many aspects. If IBM wants to buy and use nothing at all, will it use chip technology? Do you want an operating system? Do you want a database? Do you want Java? Not even possible. The article said that if IBM wants to take Sun out, it would be too expensive to use 6.5 billion US dollars. This price should not be used in this cold winter, unless this news has another intention ......
However, the most interesting comment isThis articleIt's amazing. I can't help but translate it here:
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It is reported that IBM is planning to use at least $6.5 billion to acquire Sun Microsystems. If this transaction happens, does it mean that Solaris, Linux, MySQL, and other technologies will overlap with IBM's core products? Will HP also give Sun a call and a price? I hereby give four predictions about this potential purchase case. Of course, Linux must have dominated the entire negotiation.
Basically, I am not a big IT company's fans, because you only need to look at the stock valuation history, you will find that the vast majority of mergers and acquisitions are not as actually said. (For example, Novell/WordPerfect, at&t/NCR, AOL/Time Warner, Symantec/Veritas ).
Of course, I would like to give IBM a big brother in the acquisition of sun to show praise. Why? Because sun is currently living in purgatory, but it cannot be underestimated, because the company has a very well-organized open source project (MySQL, open source storage, etc ), however, in comparison with Sun's outdated business (such as World names (names) such as Linux, Linux, and Solaris, these open-source projects can only generate coin-level profits for sun.
If IBM has acquired sun, the following are my four predictions:
- A long-term shutdown of Sun's server-based CPU.IBM originally had a CPU (Power Product Line) based on the RISC technology ). Let us look at this matter in a fair and honest manner. These large companies are surrounding Intel Server-filled environment to consolidate their popular Proteus data centers. We have to say that IBM has indeed done a very good job to support over-the-air hardware for a long time, however, real R & D will see some combined power/iSCSI variants to address the high-end positioning.
- Sun Solaris will inevitably be mixed into ibm aix.There are too many UNIX in this world. IBM has found a very creative way to replace continuing to support two Unix systems, that is, to combine all the functional features of Solais and Aix. Then compete with the HP-UX, but the final possible result may be to become Linux. Here, I hope you will not be entangled in the debate on opensolris, because I strongly suspect that IBM will make opensolaris another option for Linux.
- MySQL is a big winner.Today, MySQL has seen more in the East China sun. The reputation of MySQL in these mergers and acquisitions can continue to increase, but MySQL staff may leave, and MySQL internal staff will also hit open source data more or less. However, with the powerful sales channels of IBM Global Services and Big Blue, MySQL will only flourish and flourish. In addition, IBM gained a strong one-two punch combination with DB2, and Oracle and Microsoft SQL Server would naturally be beaten.
- Linux.This is the biggest winner in the game. Not only can Sun's hardware and software be combined with IBM's proprietary technical blueprint, but it can also enter the Linux data center, and even the Linux desktop system can speed up. Believe me, absolutely.
In addition, the acquisition of Sun by IBM absolutely illustrates three things: 1) merging technology, 2) merging employees, and 3) Controlling Sun's customer base.
Sun users should not be panic, because IBM has such strong strength that it will continue to provide those over-performing products. In fact, Sun users will only panic when "If IBM doesn't buy sun ......
Well, let me end this article with a question of thinking-who leaked the price of IBM's acquisition of sun? Why? Is it because someone wants to bring HP into the room? Hey hey...