:) Oracle bought them. Master stroke from Uncle Larry.

On Wed, Apr 8, 2009 at 11:20 AM, Zubin Wadia <zwadia@...> wrote:

> 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
>> >>
>> >
>> >
>> >
>>
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>>
>>
>>
>
>


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