Sun is slowly but surely putting together a strategy to offer a private-label alternative to Amazon's cloud - and the only offering that I find particularly int

Sun is slowly but surely putting together a strategy to offer a private-label alternative to Amazon's cloud - and the only offering that I find particularly interesting. If IBM withdraws for this deal, I hope they try to placate shareholders by providing an in-depth overview of how this strategy can create significantly more value than $7 billion. Hopefully Sun starts to get really aggressive about this, and even moves into offering a consumer-facing version -- when coupled with the fact that the very creators of MySQL, ZFS, etc are at their company, they are pretty much the only ones able to offer Amazon a run for their money at the moment (something public investors seem to fail to understand). If the stock dips significantly on this news, wouldn't be too bad of a buying opportunity. There is clear intrinsic value in Sun's support contracts and assets that is being significantly undervalued by the market. That's my take, anyway.