«All in all, IBM is in a very solid position,» he told InternetNews.com. «Whereas I believe that some of Sun's assets, particularly the software assets, could be extremely attractive to IBM, not getting them would not break the company.»
Complicating matters, an antitrust review of an IBM-Sun transaction seems likely given the changing regulatory climate, King said.
«Look at the degree of scrutiny that Microsoft received under the Clinton administration,» he said. «And then within weeks of Bush taking office in 2001, the attorney general was telling the states to sue for peace, basically. I think given the degree in increased regulations the Obama administration has exhibited, a review was almost inevitable.»
Then again, it's unclear how damaging an antitrust investigation might have been.
«I don't know if it would be enough to kill the deal,» King said. «It seems to me it would be part of the price of doing business, but I would not want to ascribe that to IBM.»
In all the talk about the deal, Sun frequently has been portrayed as a crippled company near death — an outcome many suggest is now inevitable, following the lost opportunity for an acquisition by IBM.
But that's an unfair depiction, King said.
«At the end of the day, Sun is still a $10 billion company,» he said. "They have a huge installed base. There are some potentially lucrative areas, including telco, financial services and the public sector.
«I could see them continue to perk along,» he added.
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