Thoughts on IBM and Sun in acquisition discussions…

So the net is rife today with speculation that IBM and Sun are in close discussions on IBM buying Sun. My immediate thoughts are:

  • What will happen to EBS? In the past Sun actively considered replacing EBS NetWorker with NetBackup, but that never went anywhere. Will they replace EBS NetWorker with TSM?
  • The storage synergies achieved between IBM and Sun would be interesting.
  • I hope to hell that AIX does not replace Solaris. I don’t want to start any religious OS flame-war, but there’s a lot of administrators out there, including myself, who would rather have a frontal lobotomy than use AIX over Solaris; there’s an equal number who’d feel the reverse. So the two operating systems should not be either merged or one replace the other.
  • The development community is already up in flames over the potential that IBM’s development tools will replace Sun’s (either in joy, or horror – it seems to be in equal measure).

My 5c worth is different – I think Sun would be a logical acquisition target for EMC. There’s good logic to this, I think:

  • Storage synergies.
  • Storage enhancements (EMC and tape, at last).
  • Complete mid-range systems architecture immediately available to EMC, covering Windows, Linux, Solaris.
  • A better and more feature rich OS for embedded systems (e.g., EDLs).
  • NetWorker and EBS are practically exactly the same other than a search and replace anyway.
  • Immediate growth of support capabilities.

If IBM and Sun have reached the point where news of talks have leaked, it seems like it may be too far along. Pity – I rather preferred the idea of EMC buying Sun.

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