Interesting blog post yesterday from Earl Perkins, one of the Gartner IAM analysts. He notes that Oracle didn’t rate the IAM product high on the list of reasons to acquire Sun — it is basically an after-thought to the acquisition. He points out that their profit motivation will drive them to keep Sun customers happy and may drive a two-product strategy going forward.
Oracle aren’t likely to make a rash decision that will reduce revenue potential and customer retention/acquisition. The message is that no matter the course chosen, he believes that this will be a 5 year transition.