Will Oracle Buy Informatica?

Robert Duffner Interviews Chris Kemp, NASA, and Kevin Jackson, NJVC, on GovCloud

By G C Network | November 7, 2010

Recently, I had the pleasure of being interviewed by Mr. Robert Duffner, director of Product Management for Windows Azure, as part of his “Thought Leaders in the Cloud” series. In this interview,…

NJVC, Invertix Announce Cloud Computing Demonstration at GEOINT 2010

By G C Network | November 2, 2010

VIENNA, Va. — (BUSINESS WIRE) — NJVC®, one of the largest providers of information technology (IT) solutions to the U.S. Department of Defense, and Invertix Corporation, a proven technology company…

On The Frontlines: Cloud Computing in Government

By G C Network | October 27, 2010

Today, Trezza Media Group released the latest installment of it’s “On The Frontlines” series of government technology reports. The “On The Frontlines” Publications are dedicated to showcasing the positive progress…

GSA Awards Eleven US Federal IaaS Contracts

By G C Network | October 20, 2010

According to Federal News Radio, GSA awarded eleven vendor spots in the first Federal cloud infrastructure-as-a-service award. The winners were: * Apptis Inc. partnered with Amazon Web Services* AT&T* Autonomic…

NIST To Hold 2nd Cloud Computing Forum & Workshop

By G C Network | October 15, 2010

On November 4-5, 2010, the National Institute of Standards and Technology (NIST) will hold their second Cloud Computing Forum & Workshop. During this event, NIST will report on the status of federal…

“On The Frontlines” Interview

By G C Network | October 5, 2010

Look out for  “On The Frontlines: The Government Cloud” scheduled for release in November 2010! Trezza Media Group provides high-quality thought leadership media and marketing services to help companies connect…

Yongsan Army Garrison Does Cloud Computing!!

By G C Network | September 24, 2010

First Signal is ready for the cloud ! Even with the time constraints of the Chusok holiday and the onslaught of a 100-year flood, the class soldiered on with five…

Army Cloud Computing in Korea!

By G C Network | September 19, 2010

After a long uneventful flight, I’ve arrived at Yongsan Army Garrison in Soeul Korea. After enjoying the economy accomodation on a Boeing 777 for over 14 hours, my room and…

The Taiwan GovCloud

By G C Network | September 11, 2010

Last week, Henry Kenyon of Federal Computer Week reported that the Taiwanese government is planning to spend $744M to develop cloud computing technology. Premier Den-yih Wu sees this as a…

Geospatial Cloud Computing In Support Of National Policy

By G C Network | August 29, 2010

A few weeks ago I once again had the pleasure of participating in a private discussion on cloud computing with Mr. Vivek Kundra.  What struck me in this most recent meeting was his views…

According to 1,250 ERP Software Advice readers that will be Oracle’s next acquisition. Terradata came in a close second in this race, suggesting that Oracle will “…play it safe next time around and strengthen their already formidable data warehousing and business intelligence offerings”. TIBCO roundes out the top three “fairly straightforward ideas”.  For details on the other options visit ERP Software Advice.

•Teradata. This data warehousing and business intelligence (BI) play would check a lot of boxes, augmenting Oracle’s strength in databases and BI. Moreover, Teradata brings strength in key verticals. At 21x P/E, the price might work.

•Informatica. Another data warehousing play, Informatica would complement Oracle’s leadership in database and business intelligence. While the deal would be bite-sized, Oracle would have to eliminate a lot of costs to make it acretive.

•TIBCO. Like the BEA Systems deal, TIBCO would bring the benefit of adding a middleware market leader while also bolstering the Fusion story. With a P/E of 34x, this is another deal where Oracle would have to cut costs deeply.
 
 

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5 Comments

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