|09 Sep 2010||#1|
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Is Oracle Scheming to Buy HP?
The whole Larry Ellison/Mark Hurd thing has got a lot of folks scratching their heads. The causes could be anything from Larry having a senior moment (IT Business Edge's Mike Vizard is clearly on that path) to some part of a convoluted scheme to take over HP. Let’s have a little fun today and explore the latter because I’m in Larry’s age group and the former would just depress me terribly.
Why Ellison Wants HP
Ellison has a deep-seated desire to take on IBM one-on-one as equals. He has always been overmatched by Big Blue, which has vast resources in hardware, software and services. Part of his reason for buying Sun was to close this gap, but Sun was so badly crippled by the time he got it that it was more of a joke to IBM then a real threat. But HP, oh mama! HP is vastly closer to IBM in most ways except software. Meanwhile, Oracle, with software, can and does run against IBM regularly and does reasonably well.
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