Will Oracle Buy Informatica?

DISA Chief Technologist States Plan for Cloud

By G C Network | September 23, 2008

In an interview reported on in this month’s Military Information Technology magazine, David Mihelcic, DISA Chief Technology Officer, has laid out his goal for the agency’s cloud computing initiative. As…

Google, GeoEye, Twitter. What a Combination!

By G C Network | September 23, 2008

On September 9th, Bob Lozano posted his kudos to GeoEye for a successful launch of GeoEye-1. (Hey Bob! Where’s that post on your “cloud failure” last week?) According to their…

RightScale goes Transcloud

By G C Network | September 22, 2008

Over the weekend, Maureen O’Gara of SYS-CON media reported that RightScale is now offering a “first in industry” capability to provide application management across multiple cloud infrastructures. It now offers…

A Bill to Outlaw Cloud Computing…..

By G C Network | September 19, 2008

… is what we may see if we don’t educate our lawmakers now! That seemed to be one of the main point at last week’s Google workshop in DC. Berin…

NCOIC and Cloud Computing

By G C Network | September 18, 2008

Yesterday the Network Centric Operations Industry Consortium (NCOIC) had a very good session on cloud computing during their plenary session in Falls Church, VA. Led by NCOIC’s Bob Marcus, speakers…

Military Information Technology Cloud Computing Collaboration

By G C Network | September 17, 2008

Today, we’re happy to announce what we believe to be an industry first. “Military Information Technology Magazine“, as the publication of record for the defense information technology community, is collaborating…

Is 99.999% reliability good enough?

By G C Network | September 16, 2008

According to Reuven Cohen in his recent post, Cloud Failure: The Myth of Nines , the whole concept of reliability may be meaningless. “In the case of a physical failure…

You Probably Use Cloud Computing Already.

By G C Network | September 15, 2008

56% of internet users use webmail services such as Hotmail, Gmail, or Yahoo! Mail. 34% store personal photos online. 29% use online applications such as Google Documents or Adobe Photoshop…

20 Real-Life Challenges of Cloud Computing

By G C Network | September 12, 2008

Nikita Ivanov of GridGain offers some excellent insight into the nuts and bolts of getting the cloud to work. Definitely worth a read. To summarize: Most likely you do NOT…

3Tera Announces Global Cloud Services

By G C Network | September 11, 2008

Last week, 3Tera has announced the availability of global cloud services, based on their AppLogic grid operating system. 3Tera is currently running data centers in seven countries (United States, Japan,…

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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