Will Oracle Buy Informatica?

One AWESOME Week of Cloud Computing

By G C Network | June 11, 2010

We just finished up five AWESOME days of cloud computing training with USAREUR in Schwetzingen, Germany ! CHECK IT OUT !! Create your own video slideshow at animoto.com. Sure we…

NGA Exploring “Community Cloud” With NCOIC

By G C Network | June 7, 2010

The National Geospatial-Intelligence Agency (NGA) is looking to leverage industry expertise through collaboration with the Network Centic Operations Industry Consortium (NCOIC). NGA provides timely, relevant and accurate geospatial intelligence in…

DoD, NASA and GSA Address Secure Cloud Computing

By G C Network | May 29, 2010

On Thursday, May 26th, the Federal Executive Forum featured three important Federal cloud computing leaders: David McClure- Associate Administrator, GSA Office of Citizen Services and Communications Col. Kevin Foster- Office of…

Cloud Computing Day at DoDIIS

By G C Network | May 25, 2010

I’m declaring Monday, May 24th, as Cloud Computing Day at DoDIIS.  Lieutenant General Richard Zahner, Army Deputy Chief of Staff, G2, seemed to get things going with his video that…

Vivek Kundra – State of Public Sector Cloud Computing

By G C Network | May 25, 2010

Last week Federal Chief Information Officer Vivek Kundra release his report on the “State of Public Sector Cloud Computing”. The report not only details Federal budget guidance issued to agencies…

Cloud Computing at DoDIIS

By G C Network | May 18, 2010

Next week in Phoenix, AZ, the Defense Intelligence Agency will host the 2010 Department of Defense Intelligence Information Systems (DoDIIS) Worldwide Conference. The theme of this event is “Mission Powered…

Open Group Publishes Guidelines on Cloud Computing ROI

By G C Network | April 29, 2010

In an important industry contribution, The Open Group has published a white paper on how to build and measure cloud computing return on investment (ROI). Produced by the Cloud Business…

The Army’s iPhone Story

By G C Network | April 15, 2010

Sandra Erwin of National Defense magazine just published an excellent article on the Army’s foray into developing soldier-friendly smartphone applications.  Giving credit to Army CIO Lt. Gen, Jeffrey Sorenson and…

Vivek Kundra Steps Up to Cloud Computing’s Next Challenge

By G C Network | April 11, 2010

” [C]loud customers must be able to easily store, access, and process data across multiple clouds; weave together a mesh of different services to meet their needs; and have a…

Cloud Computing’s Next Challenge

By G C Network | March 26, 2010

Earlier this month, Melvin Greer and I teamed up on a Military Information Technology piece. Melvin is a senior research engineer and cloud computing chief architect at Lockheed Martin, and…

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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