Tech Sector Review: Oracle-Sun TKO

We should have a clearer view of the likelihood of Oracle acquiring Sun when the former meets the European Competition Commission in December. There’s quite a bit at stake. The ECC needs to let outsiders know that it is really quite powerful. Telling Oracle that it has a "profound misunderstanding of the database market” sounds more like the pre-fight interview in a mixed martial arts competition. This looks like macho posturing and will certainly make the EU look foolish on the world stage. Oracle on the other hand wants to be IBM and that requires having ‘tin’ in the portfolio.  Given the motivations, positioning and credibility of the ‘contenders, I think Oracle will prevail with what might be called a ‘technical’ knock out.