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Good big picture stuff. Clicky to the print version of the five page article the blog leads into: http://abcnews.go.com/print?id=10630034

Couple of quotes/notes:

Schwartz declined comment as did Sun co-founder and former Chairman Scott McNealy.

Probable translation: signed a gag clause forbidding any comment on acquirer's management. Expensive money.

... Ellison was known to mock advisers who recommended that he consider acquisitions, saying "we write software, we don't write checks." But he changed gears ....

They're also investing in Linux (pushing btrfs, etc - http://oss.oracle.com ). Smart enough to figure it's shared infrastructure they can leverage profitably.

P.S. Ironically, just noticed the 'Blogs' section in that OSS page, e.g. Virtual Box blog at http://blogs.oracle.com/virtualization/ (Hey, good news: "May 10, Oracle VM VirtualBox 3.1.8 released ... Supporting new platforms such as Ubuntu 10.04 ...")




"Probable translation: signed a gag clause forbidding any comment on acquirer's management. Expensive money."

Or consider that they don't want to have anything to do with the transaction anymore. If someone is trying to throw up all over you, you don't stick around and wait to see if he succeeds.


Actually, Schwartz has a new tell-all blog: http://jonathanischwartz.wordpress.com/




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