Don,

IF Oracle is successful in their acquisition of Sun and IF they can afford
to wait for the final approvals, Power Systems including IBM i will be in
for some major challenges. Oracle has been one of those nefarious companies
engaged in what Software Group's Steve Mills refers to as COOPETITION
(cooperating with competitors). Oracle has been driving a huge portion of
System p or Power AIX sales. Remember Oracle owns JD Edwards, PeopleSoft,
and several other major vertical software packages. They will be looking to
sell complete turnkey packages with Hardware, Software, and Middleware.

Larry Ellison does not play nice in the business community, he plays rough
and he plays to win. After the acquisition he will own Java, MySql, as well
as Suns rather formidable suite of Java devleopment tools.

Is IBM up for street fighting? Can they compete in a down and dirty all out
no holds barred war? IBM is today an incredibly ethical and moral company
that often takes the high road when it should probably fight. I commend
their ethics and morality, but am not sure how they can handle folks like
Ellison who pushes the edges of business ethics. I don't think he crosses
the line, but he goes as close as possible.

On Tue, Sep 22, 2009 at 11:49 AM, <dr2@xxxxxxxx> wrote:

Well....

I'm not sure what kinds of Blue Koolaid IBM is serving at their internal
meetings, but all the off record buzz here at the tech conf is very clear
in terms of pSeries continueing to take market share from iSeries and the
continued (and perhaps accelerating) decline of iSeries marketshare, the
incredibly thin iSeries development bench ("turn us sideways and you don't
see us"), etc.

There's also continued concern of the impact that the Oracle/Sun merger
will have in the 3-5 year time frame on IBM, specifically pSeries.

DR2
twittering the conf @FROMWHEREISTAND



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