For one thing, it wants to retain customers while giving them access to new technologies, he said. "Part of the tragedy of Sun was that Sun executives fended off Linux for far too long," Coté said. "The eventually did the obvious thing and ran Linux on Solaris x86 gear, but by that time customers had left and it was too late. Any large systems vendor, like Oracle, is in the same spot. You can't beat cloud, so you need to join it or lose customers in the years ahead."
In addition, "they could genuinely use the technology to build new products and offerings, for their own public cloud offerings and other products," Coté said. "Also, Oracle has always been trying to get more and more into general systems management, and this is a good time."
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