Folowing the acquisition of Sun by Oracle the big four (MISO) are now split – two of them IBM and Oracle now operate in the hardware and software zone, and two now operate in the software only zone. The missing name in the equation is now HP.
So the question now remains what are HP going to do? They have hardware only – IBM and Oracle both have databases as well as hardware. So what next? Are we about to see HP. SAP and Microsoft talking together?
What is for certain is that we are in interesting times, when consolidation is both likely, and somewhat easier given the tough economic times generating nervousness at legislative levels. Time will tell – but keeping a track on the movements of the corporate heads would sure be interesting at the moment!