Larry Ellison is one of the most shrewd technology guys around. Even though IBM may have given him the idea, there is no question that today's announcement that Oracle will acquire Sun took almost everybody by surprise. Its making huge waves throughout the industry because of the combined partnerships and competitive relationships that the two companies have and it obliterates the weakening distinction between software and hardware companies. I'm sure it will have interesting implications for the storage industry but if Oracle expects to make money with Sun's storage business they will probably have to change Suns open source storage business model.
Anyway, here is my cartoon video about how all this came to be: