"Indeed, the bulk of whatever value still exists within Sun is
on the software side. Oracle gains control of Java, securing the
core of its Fusion middleware, but at EMA, where we specialize in
IT management, we see the management and infrastructure solutions
as the jewel in this deal.
"To start with, the deal combines two of the leaders in identity
management. While the future of the combined portfolio is not yet
clear, it clearly threatens IBM as well as CA directly in this
space. Sun's position had weakened with the departure of key
figures such as much of the executive team of the former Waveset,
but the IP acquired with the deal will more than enhance Oracle's
already strong position in identity."