Who Will Oracle Buy Next?

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:

  • Teradata
  • Informatica
  • TIBCO
  • Computer Associates
  • Sungard
  • Infor
  • Research in Motion
  • Juniper Networks
  • F5 Networks
  • Brocade
  • VMware
  • EMC
  • Salesforce.com
  • Allscripts

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...

Where is Fatwire?

I couldn't resist coming back to this post to see if Fatwire was on the list.

My bet is still on EMC at some point

EMC?

That would be an awkward fit... there's a lot of overlap in what ECM and Oracle do these days, ever since the Sun acquisition.

Sacrilege...

Actually, Documentum would be a great idea for Oracle. It already has market share and it is one of the heavyweight players in the ECM strata. UCM is more of a middleweight, IMHO, having more of a WCM approach to ECM than a DM approach. Advantages in both but I cringe when I see Documentum implemented to do work that a simpler UCM system could do and vice versa. Having both, rebranding them for the work they are best at, and taking over the ECM market with a pair of products that can handle most all ECM requirements would not be a bad idea.

And, before you say it (anyone), I am not going to get into a koolaid debate (from either camp) about UCM and Documentum. They both have strengths and weaknesses. Having done both, being an advocate of ECM regardless of the implementation tool(s), I have arrived at this opinion through experience which may not be the same as yours. Again, IMHO, learning both, or more, systems is the only way to get balance and avoid the bias that only knowing one way, or system, may give you. It's the same in most things, e.g. ECM, Programming, and Kung Fu.

Ref. Fatwire, that was going to be Documentum's new WCM solution so I think that the Oracle announcement is also strategic blocking. By owning Fatwire they are blocking Documentum's WCM offering and even if they never do anything with it, that has value in itself. It will take Documentum enough time to find an alternate WCM solution that Oracle can steal a march on them.

Accenture

I put forward that Oracle could buy a big consultancy firm such as accenture or deloitte, but my bet is on the first.
IBM has pwc.

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