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	<title>Comments on: IBM to Buy Sun Micro?</title>
	<atom:link href="http://www.ritholtz.com/blog/2009/03/ibm-to-buy-sun-micro/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.ritholtz.com/blog/2009/03/ibm-to-buy-sun-micro/</link>
	<description>Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media</description>
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		<title>By: matt</title>
		<link>http://www.ritholtz.com/blog/2009/03/ibm-to-buy-sun-micro/comment-page-1/#comment-154776</link>
		<dc:creator>matt</dc:creator>
		<pubDate>Thu, 19 Mar 2009 01:04:28 +0000</pubDate>
		<guid isPermaLink="false">http://www.ritholtz.com/blog/?p=22041#comment-154776</guid>
		<description>I&#039;m concerned that IBM will try some ridiculous licensing shenanigan with mySQL (the underlying database software of The Big Picture) or turn it into a lousy enterprise class product on par with the rest of IBM&#039;s software.</description>
		<content:encoded><![CDATA[<p>I&#8217;m concerned that IBM will try some ridiculous licensing shenanigan with mySQL (the underlying database software of The Big Picture) or turn it into a lousy enterprise class product on par with the rest of IBM&#8217;s software.</p>
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		<title>By: akahn</title>
		<link>http://www.ritholtz.com/blog/2009/03/ibm-to-buy-sun-micro/comment-page-1/#comment-154643</link>
		<dc:creator>akahn</dc:creator>
		<pubDate>Wed, 18 Mar 2009 20:27:22 +0000</pubDate>
		<guid isPermaLink="false">http://www.ritholtz.com/blog/?p=22041#comment-154643</guid>
		<description>Interesting read...

What IBM might gain by buying Sun Microsystems
http://arstechnica.com/business/news/2009/03/report-ibm-eyes-sun.ars?utm_source=microblogging&amp;utm_medium=pingfm&amp;utm_term=Main%20Account&amp;utm_campaign=microblogging</description>
		<content:encoded><![CDATA[<p>Interesting read&#8230;</p>
<p>What IBM might gain by buying Sun Microsystems<br />
<a href="http://arstechnica.com/business/news/2009/03/report-ibm-eyes-sun.ars?utm_source=microblogging&#038;utm_medium=pingfm&#038;utm_term=Main%20Account&#038;utm_campaign=microblogging" rel="nofollow">http://arstechnica.com/business/news/2009/03/report-ibm-eyes-sun.ars?utm_source=microblogging&#038;utm_medium=pingfm&#038;utm_term=Main%20Account&#038;utm_campaign=microblogging</a></p>
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		<title>By: dwkunkel</title>
		<link>http://www.ritholtz.com/blog/2009/03/ibm-to-buy-sun-micro/comment-page-1/#comment-154507</link>
		<dc:creator>dwkunkel</dc:creator>
		<pubDate>Wed, 18 Mar 2009 16:03:44 +0000</pubDate>
		<guid isPermaLink="false">http://www.ritholtz.com/blog/?p=22041#comment-154507</guid>
		<description>A few years ago our data centers contained almost 80% Sun servers They now the contain about 70% Linux servers mostly from HP and IBM running Red Hat Advanced Server. Our development tool chains have also been converted from Solaris to Linux.

Sun is like the gang that couldn&#039;t shoot straight - I don&#039;t see what IBM gets out of this.</description>
		<content:encoded><![CDATA[<p>A few years ago our data centers contained almost 80% Sun servers They now the contain about 70% Linux servers mostly from HP and IBM running Red Hat Advanced Server. Our development tool chains have also been converted from Solaris to Linux.</p>
<p>Sun is like the gang that couldn&#8217;t shoot straight &#8211; I don&#8217;t see what IBM gets out of this.</p>
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		<title>By: awilensky</title>
		<link>http://www.ritholtz.com/blog/2009/03/ibm-to-buy-sun-micro/comment-page-1/#comment-154431</link>
		<dc:creator>awilensky</dc:creator>
		<pubDate>Wed, 18 Mar 2009 13:27:47 +0000</pubDate>
		<guid isPermaLink="false">http://www.ritholtz.com/blog/?p=22041#comment-154431</guid>
		<description>&quot;Buying Sun would help IBM widen its lead over Hewlett- Packard Co. in the $53.1 billion market for computer servers. &quot;

That is not the force driving the M&amp;A; IBM&#039;s server business is already competitive with anything Sun has, rather, it is the platform, OS, and application strategies that Sun has just not channelized well.</description>
		<content:encoded><![CDATA[<p>&#8220;Buying Sun would help IBM widen its lead over Hewlett- Packard Co. in the $53.1 billion market for computer servers. &#8221;</p>
<p>That is not the force driving the M&#038;A; IBM&#8217;s server business is already competitive with anything Sun has, rather, it is the platform, OS, and application strategies that Sun has just not channelized well.</p>
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	<item>
		<title>By: try2bamused</title>
		<link>http://www.ritholtz.com/blog/2009/03/ibm-to-buy-sun-micro/comment-page-1/#comment-154411</link>
		<dc:creator>try2bamused</dc:creator>
		<pubDate>Wed, 18 Mar 2009 12:29:33 +0000</pubDate>
		<guid isPermaLink="false">http://www.ritholtz.com/blog/?p=22041#comment-154411</guid>
		<description>This thing is down 98% from its all time high, set 9 years ago no less. They shoot horses, don&#039;t they?</description>
		<content:encoded><![CDATA[<p>This thing is down 98% from its all time high, set 9 years ago no less. They shoot horses, don&#8217;t they?</p>
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		<title>By: Mark E Hoffer</title>
		<link>http://www.ritholtz.com/blog/2009/03/ibm-to-buy-sun-micro/comment-page-1/#comment-154407</link>
		<dc:creator>Mark E Hoffer</dc:creator>
		<pubDate>Wed, 18 Mar 2009 12:07:51 +0000</pubDate>
		<guid isPermaLink="false">http://www.ritholtz.com/blog/?p=22041#comment-154407</guid>
		<description>&quot;SANTA CLARA, Calif.--(BUSINESS WIRE)--March 17, 2009-- Sun Microsystems, Inc. (NASDAQ:JAVA) today announced that Wind River has completed the port of Wind River Linux 3.0 and Workbench development suite to Sun&#039;s chip multi-threaded (CMT) UltraSPARC(R) T2 processor. Wind River Linux 3.0 is the first Carrier Grade Linux (CGL) available for Sun&#039;s open CMT processor platforms and will run on Sun Netra(TM) T5220 servers and Netra(TM) CP3260 ATCA Blade Servers, as well as the UltraSPARC T2 Reference Design Kit available at http://www.sun.com/products/microelectronics/support.jsp. More information on Sun&#039;s Netra(TM) servers is available at http://www.sun.com/servers/netra/products.jsp. 

With this announcement, Sun and Wind River are providing the networking industry with a fully integrated, optimized and tested solution of the industry&#039;s leading multi-core processing hardware and CGL, enabling companies to quickly develop and deploy next-generation networking applications. 

&quot;The combination of Sun&#039;s enterprise class UltraSPARC CMT platforms and Wind River&#039;s Carrier Grade Linux gives telecom and networking system developers a new and significantly superior vehicle for delivering their most mission critical applications to enterprise and service provider customers,&quot; said Mike Knudsen, vice president, Sun OEM. 

&quot;Implementing high-performance multicore processing solutions into networking elements offers many benefits to telecom and networking equipment providers,&quot; said Mike Langlois, general manager of the Networking and Telecommunications Business Unit at Wind River. &quot;By leveraging an integrated solution like Sun&#039;s UltraSPARC T2 and Wind River&#039;s multicore-aware Linux and development tools, equipment providers can develop sophisticated applications that fully exploit the use of each core for ultimate performance, cost and throughput efficiency.&quot; 
http://online.wsj.com/article/PR-CO-20090317-904711.html?mod=wsjcrmain

LSS: this is a great move by IBM--culture integration issues aside..

JAVA is worth, at least, 2x the mentioned price of U$D ~10/sh.

though, if this does happen, the resulting diminishment of competition in this sector, is not a, long-run, good thing..

&quot;Linux is free, if your time is worth nothing...&quot; yes, pls. tell me another one.</description>
		<content:encoded><![CDATA[<p>&#8220;SANTA CLARA, Calif.&#8211;(BUSINESS WIRE)&#8211;March 17, 2009&#8211; Sun Microsystems, Inc. (NASDAQ:JAVA) today announced that Wind River has completed the port of Wind River Linux 3.0 and Workbench development suite to Sun&#8217;s chip multi-threaded (CMT) UltraSPARC(R) T2 processor. Wind River Linux 3.0 is the first Carrier Grade Linux (CGL) available for Sun&#8217;s open CMT processor platforms and will run on Sun Netra(TM) T5220 servers and Netra(TM) CP3260 ATCA Blade Servers, as well as the UltraSPARC T2 Reference Design Kit available at <a href="http://www.sun.com/products/microelectronics/support.jsp" rel="nofollow">http://www.sun.com/products/microelectronics/support.jsp</a>. More information on Sun&#8217;s Netra(TM) servers is available at <a href="http://www.sun.com/servers/netra/products.jsp" rel="nofollow">http://www.sun.com/servers/netra/products.jsp</a>. </p>
<p>With this announcement, Sun and Wind River are providing the networking industry with a fully integrated, optimized and tested solution of the industry&#8217;s leading multi-core processing hardware and CGL, enabling companies to quickly develop and deploy next-generation networking applications. </p>
<p>&#8220;The combination of Sun&#8217;s enterprise class UltraSPARC CMT platforms and Wind River&#8217;s Carrier Grade Linux gives telecom and networking system developers a new and significantly superior vehicle for delivering their most mission critical applications to enterprise and service provider customers,&#8221; said Mike Knudsen, vice president, Sun OEM. </p>
<p>&#8220;Implementing high-performance multicore processing solutions into networking elements offers many benefits to telecom and networking equipment providers,&#8221; said Mike Langlois, general manager of the Networking and Telecommunications Business Unit at Wind River. &#8220;By leveraging an integrated solution like Sun&#8217;s UltraSPARC T2 and Wind River&#8217;s multicore-aware Linux and development tools, equipment providers can develop sophisticated applications that fully exploit the use of each core for ultimate performance, cost and throughput efficiency.&#8221;<br />
<a href="http://online.wsj.com/article/PR-CO-20090317-904711.html?mod=wsjcrmain" rel="nofollow">http://online.wsj.com/article/PR-CO-20090317-904711.html?mod=wsjcrmain</a></p>
<p>LSS: this is a great move by IBM&#8211;culture integration issues aside..</p>
<p>JAVA is worth, at least, 2x the mentioned price of U$D ~10/sh.</p>
<p>though, if this does happen, the resulting diminishment of competition in this sector, is not a, long-run, good thing..</p>
<p>&#8220;Linux is free, if your time is worth nothing&#8230;&#8221; yes, pls. tell me another one.</p>
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