I thought of writing about it the minute I heard. This is certainly not a common PR.
Yet, I held myself, counted to ten. Now I'm ready to elaborate my opinion.
First of all, Oracle and mainly Larry are magicians. They keep doing one of the most important keys to success in business - which is taking your future in your hands. Be active and not passive. Larry keeps acting on every field he believes there's value for its shareholders. Meanwhile he certainly does right.
Now, many predict on the different line of products of Sun and its future.
So, generally speaking Sun has few important intellectual property - Hardware, Unix operating system, Java community ownership, SOA platforms (mostly open sourced) and couple more packages (like Identity management and others).
So, the most interesting stuff for Oracle would be the green fields - Hardware, Unix and Java community ownership. Not that others are not important, but they overlap.
For Oracle, they made it to the one-stop-shop league, just like the big ones HP, IBM.
Yet, Oracle is different - they have infrastructure, but also packages.
This might lead HP/IBM to think differently about packages... So maybe SAP is under the hood?
Whats with the SOA platforms and Java world? I think it is a mystery and we'll have to wait for Oracle with that. Too much power is in their hands now in the Java zone. It might break the long partnership of all non-MS big vendors.
SOA? I believe Sun was not a major player in the SOA world, and therefore Oracle will benefit from some of the technology intellectual property and integrate it into its portfolio, but nothing more than that. Here, certainly the BEA acquisition was much more important for Oracle.
And yet, having said all that, Oracle buys so many companies, many of these acquisitions fail and loose their value.
Whats with the competition? I'm probably not the only one who thinks so, but IBM and SAP could have been better without this deal... Still, time will tell if it threats IBM, HP and SAP more than Oracle and Sun did so as separated companies.