What's Next for Sun?
Page 2 of 2
Fujitsu is an obvious choice, given its long hardware partnership with Sun. After that, the situation gets murky. IBM (NYSE: IBM) has nearly taken over the Java community from Sun with its Eclipse project, but IBM doesn't need another RISC processor when it has the POWER chip.
Likewise, HP (NYSE: HPQ) might like a few parts of Sun but is getting rid of its own RISC processor, the PA-RISC, and migrating to Itanium. Dell (NASDAQ: DELL) has no use for SPARC and does not like large acquisitions. EMC (NYSE: EMC) could certainly use Sun's storage business, MySQL and perhaps even some elements of the server and Solaris operating system, but does EMC want to own Java?
"Pick a major vendor: there would be assets of interest for each," O'Grady said. But he suspects the sale would have to be as a whole, because "they won't want to be strip mined."