Oracle is a more localized company, most people including senior management are from the region, they understand the region better than Sun which preferred to employ wessterners .. I know the acquisition will make Sun a better company.
Also I can already see some interesting research and development integration work, Exadata is one example.
I see Sun running business as usual, they are active and competitive. The dust has settled and the initial confusion is over.
I would like to see Sun remain as a major player and not take a step back to leave HP and IBM only in the field.
Oracle knows how to integrate its acquisitions, one possible exception being PeopleSoft. But look at Siebel, BEA, Hyperion and now Sun. They seem to know how to do that better than the rest of the pack.
Their earnings have been growing steadily which supports the argument that their investments in acquisitions is paying off or at least not holding the company back.
Take a look st their recent
announced just yesterday.