Mills: The problem with Sun is that for the past decade it's had no road map for Sparc, and sales have suffered as a result. Oracle's not a hardware company, so it doesn't have the wherewithal to deliver a road map for either design or fabrication. So Sun is exactly where it started. It doesn't gain anything as a hardware company by being acquired by a non-hardware company. And if you look at Sun's revenue, it's a hardware-based business.
So Oracle now has something that is not in any way compatible with what they do everyday. And they promised the street $1.5 billion in profit to boot. So what you're going to do is jack up all the prices in classical Oracle fashion and cut a lot of people in classical Oracle fashion. And all of that's going to lead to more customer disruption and likely create a lot of opportunity. For every action there's a reaction.