GLG News Analyses of the following article:

Oracle to buy Sun for $7.4B after IBM dropped bid

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Published at: news.yahoo.com

Oracle’s Sun Acquisition Reshapes the Technology Industry

May 4, 2009

GLG Expert Contributor

Oracle now makes the technology industry a three-horse race between itself, IBM, and HP.  This move will drive additional consolidation in the industry as HP and IBM will step up acquisitions.  Oracle will likely emerge as the leader in cloud technology.  Pressure will  be placed on Microsoft for the corporate operating system space.  Oracle may have trouble executing on the go-to-market, leading to a talent acquisition binge.  In order to fully leverage the Sun acquisition, Oracle will have to increase its Professional Services portfolio.

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