Matt Asay has written an interesting post speculating that Oracle might use the delay caused by the European Commission investigation into its acquisition of Sun to drive the price down. Sounds reasonable enough to me.
In it, Matt makes a couple of statements, one I agree with: “Oracle… likely will prove to be a better manager of this asset than Sun was”; and one that I have real doubts about: “MySQL’s… doing just fine, thank you”.
MySQL might well be doing fine. Unfortunately Sun’s financial results don’t actually provide any evidence either way.
Billings for the MySQL/Infrastructure were up 51% to $313m in FY09, according to information presented with[Read more...]