April 27, 2009
With Oracle's acquisition of Sun for $5.6 billion (net), the company is acquiring, among other assets, an estimated 8.4 percent stake ($627 million) in the traditional HPC server market. The question arises: is this an asset that Oracle will keep/nurture as it moves to integrate Sun into its ongoing product and operations strategy? Here are some thoughts on whys and why not's for the proposition.
Overall, (in my role as Dr. Doom) I think the why-not's outweigh the whys and that Sun's traditional HPC business will fade away over time. I would expect Oracle to honor all ongoing contracts and continue to service its products as long as customers wish to renew the contracts. It is also likely that Oracle will continue to support its lighthouse sites, such as TACC and Tokyo Tech, for the R&D and corporate exposure benefits. That said, the strategic fit and margin issue are too great to overcome. It is difficult to see how traditional HPC would contribute to Oracle's overall strategy.
I do see Oracle as a current and future player in the Edge HPC market. However, I am not sure that a traditional HPC presence is necessary for the company to play in the Edge arena.
Posted by Chris Willard - April 27, 2009 @ 7:33 PM, Pacific Daylight Time
Christopher Willard, PH.D. is Chief Research Officer for Intersect360 Research
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