EU Could Increase Oracle's Challenge Integrating Sun Micro
September 02 2009 - 4:58PM
Dow Jones News
The prospect of an in-depth European antitrust review of its
acquisition of Sun Microsystems Inc. (JAVA) could add to the
challenges Oracle Corp. (ORCL) faces integrating the server,
storage and software giant.
The European Commission, the European Union's competition body,
is hesitating on whether to clear the database giant's $7.4 billion
deal to buy Sun or launch a full probe that could take up to four
months to complete, according to a person familiar with the
authority's thinking. The commission must decide by the end of
Thursday.
Any delay could spell more difficulty for Redwood, Calif.-based
Oracle, which has already watched Sun begin to bleed market share
in high-end corporate servers. Many customers are bolting to
machines made by competitors, like International Business Machines
Corp. (IBM), because of the uncertainty surrounding approval of the
deal and Oracle's product road map for Sun, analysts say.
Questions have also been raised as to how much support Oracle
will be able to provide for Sun hardware in the future. For
example, European regulators might require Oracle to divest part of
its business before giving their blessing to the deal. Separately,
there is some speculation that Oracle could seek to spin off
certain Sun hardware units if they don't complement its product
road map.
Oracle, which has already pledged to make the Sun acquisition
accretive as soon as possible, might also hold off on spending for
research and development, as well as support, to reach that goal.
Oracle has said it expects Sun to contribute $1.5 billion to its
non-GAAP operating profit in the first year of ownership, a goal
that will require Oracle to make tough choices.
"The central issue is how willing or patient (Oracle Chief
Executive) Larry Ellison is willing to be in righting Sun's
hardware ship," said Charles King, an analyst with Pund-IT. "I
think it's going to be harder and more painful than they
expected."
An Oracle spokeswoman didn't return calls seeking comment. A Sun
representative declined to comment.
Some Oracle customers say the concerns are misplaced. They point
to Oracle's speedy integration of past acquisitions as reasons to
be confident the company will handle Sun efficiently.
"If you look at previous Oracle acquisitions, they spelled out
their market direction within the first few months," said Ian
Abramson, president of the Independent Oracle User Group. "I'm
expecting the same with Sun."
Many of Oracle's large database customers use Sun's
hardware.
And European regulators may approve the deal - as U.S.
authorities did - without asking for any concessions. The European
Commission is most concerned about Oracle obtaining Sun's database
product, not the server business, according to the person familiar
with the regulators' thinking.
Still, evidence the uncertainty is weighing on Sun is cropping
up in market data.
In the second quarter, Sun's server revenue posted a
year-on-year 37% decline to $981 million, research firm IDC said on
Wednesday. Though all server makers posted big falls, Sun's was the
largest and its market share dropped to 10% from 11.1%. IBM saw
revenue fall 26.3%, but its market share improved to 34.5% from
32.7%.
IBM says that in recent months its own server business has
benefited from the uncertainty around the future of the Oracle-Sun
deal. Inna Kuznetsova, director of IBM Linux strategy, said the
Armonk, N.Y.-based technology giant has won more than 250 customers
from Sun in the first half of 2009 and the pace accelerated in the
second quarter.
Analysts say moves like that underscore the challenges Oracle
will have with Sun.
"We project Sun's position to slip further in coming quarters in
an intensely competitive environment," Standard & Poor's Equity
Research analyst Tom Smith said in a note to clients.
-By Jessica Hodgson and Jerry A. DiColo, Dow Jones Newswires;
415-439-6455; jessica.hodgson@dowjones.com
(Peppi Kiviniemi in Brussels contributed to this report.)