over dinner I was talking with Nathalie and some further thoughts on the deal emerge
1/ DUH! the big diamond in the rough is of course MySQL. How could this not jump at me! Larry E must have freaked out at the thought of IBM getting its hands on mySQL. This way Larry gets to nip that one in the bud... I always thought he would pull this maneuver on RedHat to get JBoss. Of course the fate of our dolphin friends at SUN is all of the sudden very iffy. Something tells me Larry will try to make something of it and rank and file within Oracle will kill it quickly... to be followed.
2/ Oracle may actually be good for SUN. SUN was always a good company whose potential was not realized by poor middle management. By middle management I mean directors and low level VPs. I have never seen such a bunch of time-serving political hacks. Sun was full of petty fights over nothing by people that had nothing better to do, because, let's face it, SUN was a company on auto-pilot for awhile.
3/ Java. I don't expect anything to happen to java. Java has moved in maintenance mode a long time ago and being part of a healthy company like Oracle can only help.
4/ Hardware: serious headwinds? In a age where the emerging trend is $300 PCs are we going to see $3000 servers replacing $30,000 boxes? Oracle is new to this game. This comforts the view of "acquisition for maintenance stream aggregation".