Desde o anúncio da Oracle muito tem-se falado e escrito na blogosfera. O site do Java Developer's Journal resumiu alguns comentários nesta página. Selecionei dois pontos de vista interessantes:
- Ronan Bradley speculates that the acquisition would mark: "The end of the J2EE era." He observes:
"I think if this bid is successful it does marks the end of the J2EE era. Not that I am suggesting that J2EE application servers are going to go away of course. Rather, the world has moved on from what created that market in the late nineties. At one end of the spectrum, the focus has moved back towards technology independent architectures with SOA (just as CORBA attempted to do in the pre-J2EE days - all be it by creating another set of technology). At the other end, lighter weight approaches such as Spring have superceded the heavier and more complex EJB model (which to be fair has also moved with the times but probably too late).It is also worth noting that the disappearance of the large enterprise focused ISVs continues - in one week we appear to be losing another two. It is beginning to look like that the enterprise software market is heading for a strongly polarised world made up of a big-four (MS, Oracle, IBM and SAP) with a huge gap to the next division."
- Retired JBoss founder Marc Fleury had his own characteristically insightful analysis of the bid
From a financial standpoint, Oracle grows by executing correctly on their strategic acquisitions. They have a track record here, they deliver consistent 30% growth on a behemoth of a company by not screwing up what they buy. From a operations standpoint, executing on this one is fairly straightforward for them. The sales models are the same, the business models are the same, pretty much everything but development can go, extracting immediate EBITDA anywhere from 30% to 60% depending on how far they want to cut it. In that sense, even though ORA stock is down 2% on the news, this one may make complete numbers sense."
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