Sun Still Stands Out on the Open Source Deal Horizon
The big IBM-Sun (JAVA) news has come and gone; so far without an outcome. It’s going to be ugly for Sun. A situation like this is absolutely fatal to an organization. The wheels of employee defection and revised customer spending plans are set in motion and there is little that can be done to stop them. Sun’s senior management and the board probably have no idea how much has already happened in the last two weeks. So if they understand the urgency to find a solution for shareholders is an open question.
Right after the IBM-Sun deal fell through, speculation turned to Red Hat (RHT). The reason for this is that we are at a perfect time for open source companies and solutions. Budgets and spending are under huge pressure and all the growth seems to be at lower price points. The netbook craze is a good example of this. There are designs out there that promise formidable performance with HD video and high end graphics at “stupidly cheap prices”, according to eager customers. This has become a motif in many areas of technology adoption and growth.
Sun Still Stands Out on the Open Source Deal Horizon — Seeking Alpha
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