As I said... $6.5BN is too low :)

I wonder why Oracle isn't buying them... they paid $8.5BN for BEA... and
have a $95BN market cap.

The good news is that they are now out of their exclusivity clause with IBM
and can pursue other serious options.

Cheers,

Zubin.

On Wed, Apr 8, 2009 at 10:29 AM, Sandip Tiwari <sandip@...> wrote:

>
>
> Sun Walks Away From IBM Merger Talks
>
>
>
http://www.internetnews.com/hardware/article.php/3813841/Sun+Walks+Away+From+IBM\
+Merger+Talks.htm
>
> Thanks & regards
>
> ST*
> *
> 2009/3/21 Zubin Wadia <zwadia@... <zwadia%40gmail.com>>
>
> > IBM doesn't do mergers. They are going to eat Sun alive and blue-wash
> > it. IBM has a market cap 20x of Sun.
> >
> > It would be more amusing if Cisco joined in and sparked a bidding war.
> >
> > $6.5BN may appear to be a premium of 100% on Sun's closing price the day
> > before the intent was announced, but it is still cheap for the IP, talent
> > and diversity Sun has.
> >
> > Right now the market cap for Sun is $6.03BN... too low.
> >
> > Let's see how it turns out.
> >
> > Cheers,
> >
> > Zubin.
> >
> >
> > On Fri, Mar 20, 2009 at 5:21 AM, Namita
<namita@...<namita%40twincling.org>>
> wrote:
> >
> >>
> >> I'd rather call it a merger.
> >> After the HP-Compaq merger in 2002, here is another interesting one.
> >>
> >> Check out:
> >> http://redherring.com/Home/25927
> >> and what impact it could have locally:
> >>
> >>
>
http://www.business-standard.com/india/news/what-an-ibm-sun-deal-could-mean-for-\
india/352303/
> >>
> >> Namita
> >>
> >
> >
> >
>
> [Non-text portions of this message have been removed]
>
>
>


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