I came across a post last week trying to figure out what company will Oracle acquire next? The author posted a few options and was taking a poll. I can't tell if this is an exercise in the wisdom of crowds or just an attempt for the author to know what stock to purchase next... but the analysis was still interesting.
UPDATE: The poll got about 1250 responses, and most folks predicted that Oracle might just "play it safe." You can view the full results on the author's web site.
I also liked their chart that showed all the companies Oracle acquired since Peoplesoft as blobs on a timeline... it was interesting to see Stellent as a respectably large blob on the chart.
The potential targets are listed below -- some much more likely than others:
- Computer Associates
- Research in Motion
- Juniper Networks
- F5 Networks
I've heard rumors for years about who Oracle might acquire... most of which never come to pass. But, amongst the author's picks, I think Teradata and TIBCO are the most likely. Acquiring F5 might also make sense, and I wouldn't be surprised considering the new integrations F5 is making with Oracle Fusion Middleware... Allscripts would also make sense, if the price was right.
Then there were the crazy ideas... Oracle acquiring Computer Associates would be a longshot -- CA has been coasting on past glories for so long their products ain't exactly cutting edge anymore. Same with Sunguard: Oracle culture is clearly geared towards being a software company, not a services company... so nuts to that.
So what do you think? Leave a comment, or take the poll...