According to RedMonk analyst Stephen O’Grady’s blog, in response to a Twitter question about Oracle-Sun’s plans for x86:
A: This is one of the $64,000 questions, in my opinion. Oracle was quite bold yesterday in expressing their disinterest for “commodity markets like x86,” which they were quite content to leave to Dell. It’s rare these days to hear a large systems vendor publicly dismiss x86; VMware’s Paul Maritz, for example, basically said at VMworld the exact opposite. It sounded a lot like, in fact, Scott McNealy in the old days, when he steered Sun away from x86 towards theoretically higher margin but disastrously lower volume SPARC opportunities. And we all know how that turned out, with Sun subsequently bowing to the inevitable and adding support for x86. Could we see a repeat of that history? It’s possible, based on what I heard yesterday, but we’ll see just how aggressive they are on that front.