 |
Oracle Gets BEA: Dare I Say 'I Told You So?'
The big news today is that Oracle is buying BEA. Everyone saw this coming, but I offered my take on "Why Oracle Needs This Deal" last October. The question is, what will Oracle do with BEA, and how will this help or hurt BEA and Oracle customers? Oracle president Charles Phillips' comment is telling: "BEA is a pioneer in middleware." Worth paying $8.4 billion, it seems, even when the prevalent market capitalization is around $6.4 billion. Billionaire investor Carl Icahn, who pushed for the deal, took at least partial credit saying "this transaction is an excellent example of the great results that can be achieved for all constituencies when the shareholder activist is able to work cooperatively with management." Not to be outdone, BEA Chairman and CEO Alfred Chuang praised the "diligent and thoughtful process." Which is to say, he was right to spurn Oracle's initial $17-per-share offer and force the price up to $19.4-per-share — the terms of the final deal. Oracle is acquiring some fine technology indeed; BEA’s Weblogic, Aqualogic and Tuxedo product lines and BEA’s newly introduced virtualization capabilities are all worthy of acquisition. Oracle and BEA customers can expect to reap solid benefits from this merger in the years to come. However, this also knocks out another solid independent vendor from the marketplace, which means less choice for future customers of middleware. Dare we hope that Oracle continues to support some measure of independence for the BEA product lines?  E-MAIL | SLASHDOT | DIGG This is a public forum. CMP Technology and its affiliates are not responsible for and do not control what is posted herein. CMP Technology makes no warranties or guarantees concerning any advice dispensed by its staff members or readers. Community standards in this comment area do not permit hate language, excessive profanity, or other patently offensive language. Please be aware that all information posted to this comment area becomes the property of CMP Media LLC and may be edited and republished in print or electronic format as outlined in CMP Technology's Terms of Service. Important Note: This comment area is NOT intended for commercial messages or solicitations of business.
|
|
Blog Channels
Cindi Howson on Business Intelligence The Brain Food Blogger Tony Byrne on Content Management SQL Puzzlers by Joe Celko Rajan Chandras on IT & Information Management Seth Grimes on Analytics In Context by Doug Henschen Phil Kemelor on Web Analytics Sandy Kemsley's Column Two Nelson King on Enterprise App Development David Linthicum on Software as a Service Natural Insight, By Mark Madsen Alan Pelz-Sharpe on Content Management Mark Smith on Performance Management Neil Raden on Business Intelligence Bruce Silver on Business Process Management Product Maven  Subscribe to RSS Archives
|
|
|