Newsletter Archives

  • IBM will buy Red Hat – and look at the price!

    I’ll confess I didn’t see this one coming.

    Good analysis from Sean Gallagher at Ars Technica:

    For IBM, the acquisition is about growing IBM’s business in the cloud—private, public, and hybrid—based on the position of the company as the open source and open standards player versus the “proprietary” models of Microsoft, Amazon, and other major cloud players. For Red Hat, the deal is about scaling up the company’s reach. “We can scale at greater speed,” said Cormier, “not just from a Kubernetes perspective, but even with the RHEL base. We can only reach a certain number of customers right now.”

    The offer, $34 billion, is $190 per share, which is 63% more than Red Hat shares were trading for on Friday. IBM’s shares are way down.

  • Sun won’t turn blue after all


    Two good merger rumors and they both turn belly-up.

    Google probably won’t buy Twitter. And IBM (almost) definitely won’t buy Sun.

  • Google to Twit?

    Man, the merger rumors are out in full force.

    The New York Times reports that IBM is poised to pay $7 billion for Sun.

    And TechCrunch says they have reports from two independent sources that Google is close to buying Twitter.

    Must be something in the water.

    UPDATE: Kara Swisher at All Things Digital says, “In fact, Twitter and Google (GOOG) have simply been engaged in “some product-related discussions,” according to one source, around real-time search and the search giant better crawling the microblogging service.”

    So why does the rumor get such traction? Because Google buying Twitter makes a whole lotta sense, for both sides.

  • Scott McNealy turning blue, as IBM corners the server market?

    I don’t like to mention rumors in AskWoody (well, not too often, anyway), but it looks like the rumored acquisition of Sun Microsystems by IBM may be under way. (See the NY Times article.) At $7,000,000,000, it’s no bargain, but the merged company will boast more than 40% of the server market.

    That can’t be good news for Microsoft.