Wednesday, January 23rd, 2008
And the best Sun/MySQL Acquisition Analysis Award goes to…
drumroll please…
Jeff Gould. [applause]
Jeff’s analysis is dead on in my opinion and I found his application of business forces and behavior offers an analytical lens focusing on the real impact with great clarity. I’ve yet to see anyone prove MySQL can provide investors return on $1B using any conventional financial decision model. I’d like to also congratulate Oracle on a great move … (via Sun). Sometimes the smart thing to do is have one of these shirts on when you visit Redwood City (notice the arrow points in the right direction).
Anyway, you can read Jeff’s take here:
http://www.interopnews.com/news/can-sun-make-mysql-pay.html
BTW, if you’re curious, Mr. “My Sox stole your Tribe’s training program” O’Grady forced a very close, ballot-chad recount, second place finish with a very complete analysis over a Redmonk.com.
Update: It does appear Mr. O’Grady may contest the recount and this may drag on a while longer.
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January 24th, 2008 at 8:42 pm
tecosystems » Volume: Money or Misdirection? said:
[...] numbers in search of an equation that makes sense in the context of the market economics and come up wanting (as predicted). Jeff Gould states it most clearly, asking: But I’m still left [...]
January 25th, 2008 at 1:25 am
tecosystems » links for 2008-01-25 said:
[...] And the best Sun/MySQL Acquisition Analysis Award goes to… i’m not asking for, i’m _demanding_ a recount. though i reluctantly agree that Gould’s analysis is definitely worth a read. (tags: mysql michaeldolan analysis) [...]