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Oracle Acquisition of SUN

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SNS

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Apr 21, 2009, 5:04:12 PM4/21/09
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Any ideas how this will impact Sybase Databases on SUN
SOLARIS ?

Jonathan Baker [Sybase]

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Apr 21, 2009, 5:50:53 PM4/21/09
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In the short term, not at all. Sybase and SUN had a good working
relationship, and these things don't change anything overnight.

We will be releasing comments on our position on the merger, and if or
how it would affect our customers long term in the next few days. Stay
tuned.

Feel free to post any specific questions about the merger and any
potential changes here. I will make sure we answer them as promptly as
possible.


Cheers,
Jonathan


SNS wrote:
> Any ideas how this will impact Sybase Databases on SUN
> SOLARIS ?

--
Jonathan Baker
Director, Sybase Developers Network (SDN)
Sybase, Inc.

http://www.sybase.com/developer
bak...@sybase.com

Carl Kayser

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Apr 23, 2009, 6:49:05 AM4/23/09
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Per Sybase 2009 Q1 Earnings Call yesterday at "Seeking Alpha"
(http://seekingalpha.com/article/132385-sybase-q1-2009-earnings-call-transcript?source=trans_sb_previous&page=5)

Trip Chowdhry - Global Equities Research

Very good. And other question I had was the recent announcement of Oracle
acquiring Sun, as matter of fact it has a very good IQ installations done on
hard -- on the Sun hardware. I was wondering do you have any protection in
place just in case Oracle acts like a bully and somehow forces the customer
to move out of Sybase and go in to Oracle? I was just a little concerned
because Oracle being a very aggressive and a very big company, they may
squeeze out niche focused booty companies.

John Chen

Yeah.

Trip Chowdhry - Global Equities Research

And to have on that and to or are you approaching your customers to make
sure that your service on Sun platforms will be totally frictionless as it
has been in before? Thanks again and very good execution.

John Chen

Thank you, Trip. I -- first of all on that particular point, there's always
a concern. Our team has reacted and had put in plans and I think you -- we
doubt, I don't want to go in to detail, some of them are low to half baked,
some of them are I don't want to kind of give away our precisions publicly
and on how we are going do this.

Trip Chowdhry - Global Equities Research

I understand.

John Chen

But I am going to state the following things, A; I am not going to stick my
head in the sand and think that this is not going to be a problem. But I
don't think that there is going to be as bigger problem because software is
usually a lot stickier than a hardware. And hardware are more changeable, IQ
once and Sun obviously it runs there very well. It also run on Linux
platform and it runs on Intel platform and it certainly runs extremely well
on the P-Series on IBM, as well as the HP platform.

So I think there are choices out there. We're monitoring that very closely,
we obviously are aware of what you said. Now having said that, I could tell
you the reactions so far in the industry has been quite positive for Sybase.
I think given that we are the only tier play they are actually profitable in
the database business and with good technology there are lot of -- I have
got a couple of calls from industry people since that end suggested we may
want to sit down and chat about how do we go forward and if we collaborative
together. So I think there are opportunities now open up as Oracle decided
to get into the hardware business.

........


Steven Koenig - KeyBanc Capital Markets

Okay, great. And ASE did -- did ASE manage to grow this quarter even though
Oracle did not any thoughts there?

John Chen

Yeah. ASE was actually in a very strong growth.


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