Few years ago, when I left Sun, I thought that the medium term scenario would involve some “fusion” between Oracle (Applications + database), BEA (middleware) and Sun (hardware).
In this way, the new entity would be able to compete against IBM and against MSFT (well MSFT+Dell or MSFT+HP, according to the situations).
I am reading these days that BEA just refused a friendly buyout offer from Oracle because the proposed price was seen as undervaluating BEA (I have issues understanding which evidence would support this statement… but this is not the point)! So, BEA is asking Oracle to make a better economical offer. There is not opposition to Oracle’s initiative.
And this seems logical to me.
The scenario is simplifying.
So, would next step really be Sun ?