According to SiliconBeat, Tuesday's quarterly earnings call with execs from Oracle Corp. (NASDAQ:ORCL) revealed
strong earnings but not much about the
software giant's plans for Sun Microsystems Inc. (NASDAQ:JAVA), which it agreed in April to buy for $7.4 billion.
Big question: How serious is Oracle about Sun's hardware business?
Following the lead of Tim Beyers at Motley Fool, SiliconBeat found a clue in the way Oracle CEO Larry Ellison talked up Exadata, a new data storage appliance from Oracle and Hewlett Packard Co. (NYSE:HP).
But whatever the success of Exadata, SiliconBeat notes, there's little doubt that Sun's hardware business will dilute Oracle's impressive margins, at least for a while. Co-president Safra Catz said as much during the call. What that might mean for integration plans, we'll have to wait and see. -
Kenneth Klee
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