Is (buck$) CHOI -Cisco,HP,Oracle,IBM- good for you?

Oracle is buying Sun, and bankers are looking forward to the next wave of consolidation. CHOI (Cisco, HP, Oracle, IBM) does not spell “choice” for buyers, employees, or investors. Choose your behemoth. If consolidation means lower prices — and it will — buyers will be happy. But it all sounds like cost-cutting, layoffs, and less innovation … does it? Interesting article on RWW