Will Oracle Buy Informatica?

Review: Executive’s Guide to Cloud Computing by Eric Marks and Bob Lozano

By G C Network | January 26, 2010

Recently, I had the privilege of reviewing an advance copy of Executive’s Guide to Cloud Computing by Eric Marks and Bob Lozano. Available now for pre-order on Amazon, this guide is a…

DoD Cloud Computing Session at 5th International Cloud Expo

By G C Network | January 22, 2010

I’m happy to announce that I will be presenting on DoD Cloud Computing Advances at the 5th International Cloud Expo, April 19-21, 2010 at the Javits Convention Center in New…

InformationWeek Prediction: Cloud Computing for Classified Software

By G C Network | January 20, 2010

Yes, I know you’re sick of all the predictions, but I just can’t resist pointing you to Nick Hoover’s “5 Predictions For Government IT in 2010“. In summary: 1. Cybersecurity…

“Shaping Government Clouds” Just Released

By G C Network | January 12, 2010

As part of the On The Frontlines series, Trezza Media Group has just released it latest on-line electronic magazine. “Shaping Government Clouds” includes: Pete Tseronis, Chairman of the Federal Cloud…

Fed Tech Bisnow: If Nostradamus Did RFPs?

By G C Network | January 6, 2010

Nostradamus may no longer be with us, but check out the “beltway” predictions from Tech Bisnow! “Two hot trends almost all mentioned: early uptick on M&A and cloud computing ubiquity”…

Navy CANES and Cloud Computing

By G C Network | January 4, 2010

During the first quarter of 2010, the Navy is expected to make the first selection for the Consolidated Afloat Network Enterprise System (CANES). CANES is just one component of the…

GovCloud, “Cloud Musings” rated “Influential” by Topsy

By G C Network | January 3, 2010

Log in with Twitter A search engine powered by tweets My sincere appreciation and thanks goes out to Topsy for rating my tweets as “Influential”! Topsy is a new kind…

Jill Tummler Singer Appointed NRO CIO

By G C Network | January 1, 2010

Effective January 1, 2010, Jill Tummler Singer will take the reigns as CIO for the National Reconnaissance Office (NRO). As the CIA Deputy CIO, Ms Tummler has been a proponent…

Most Influential Cloud Bloggers for 2009

By G C Network | January 1, 2010

Thank you Ulitzer and SYS-CON Media for naming me to your list of the most influential cloud computing bloggers for 2009. My hearty congratulations go out to the other bloggers…

2009: The Government Discovers Cloud Computing

By G C Network | December 23, 2009

2009 was truly a watershed year for Federal information technology professionals. After inaugurating the first Cyber-President we saw the appointment of our first Federal CIO and the rapid adoption of…

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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