Thanks! moreupthandown Your post was really valuable -- hotcopper at its best.
I was checking this co. out and thought it looked pretty good on value grounds. Then read your post and checked a bit further. Given how large a part Sun plays in the current business, the Oracle acquisition and position on resellers constitutes a big risk.
For interested others, here's a few links that I found
http://www.crn.com.au/News/165727,oracle-to-take-sun-products-direct-to-large-accounts.aspx
http://www.crn.com.au/News/168881,oracle-turns-the-screws-on-the-sun-channel.aspx
http://www.crn.com.au/News/166270,oracle-direct-not-a-threat-says-sun-reseller.aspx
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- this is a screaming buy - you need to read
this is a screaming buy - you need to read, page-17
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