Will Oracle Buy Informatica?

Ambient Awareness. The cloud killer app?

By G C Network | September 10, 2008

Ambient Awareness: the ability to acquire, process, and act upon application specific contextual information, taking the current user preferences and state of mind into account. In the September 5th New…

The Cloud Wins in Minneapolis at the RNC!

By G C Network | September 9, 2008

Little did I know that while I was watching the Republicans cheer their standard bearer inside the Xcel Energy Center that the cloud infrastructure was outside defeating the forces of…

Cloud Computing vs. Virtualization

By G C Network | September 8, 2008

Yesterday, Reuven Cohen in ElasticVapor, provided an excellent post on the title subject. I’d like to “second his emotion” and, for my audience, add that cloud computing technologies and techniques…

Government Technology Cloud Recommendations

By G C Network | September 5, 2008

Recommendation on the cloud from Government Technology: No. 1: Educate your team about cloud computing. Don’t just ignore this topic as hype – the future is in this direction. Go…

Cloud Computing: A pay-by-consumption scalable service

By G C Network | September 4, 2008

John Edwards (not the Senator) of Computerworld sees cloud computing as a “…pay-by-consumption scalable service that’s usually free of long-term contracts and is typically application- and operating system-independent”. His recent…

Cloud Computing Dictionary

By G C Network | September 4, 2008

Geva Perry will be presenting at the October 8th SOA-R event. Before attending, you may want to visit his cloud computing dictionary to catch up on the current cloud computing…

Google Launches Chrome: Desktop-centric to Network-centric

By G C Network | September 3, 2008

According to Nicholas Carr, “Chrome is the first cloud browser”. If you’re not familiar with Chrome, this application is Google’s entry into the browser wars. In his blog, Mr. Carr…

Boeing Gives Up On Interoperable Modelling and SimulationNnetworks

By G C Network | September 3, 2008

Last week a Flightglobal article reported on the softening of Boeing’s stance on the need to establish standards for networking protocols across the US and global defence industry. Citing the…

Cisco: A Cloud Computing Company?

By G C Network | September 2, 2008

Yes Cisco ! Red Herring’s report on Cisco’s acquisition of PostPath last week presents a strong case for this. If finalized, PostPath would become Cisco’s fifteenth acquisition in less than…

Cloud Computing at top of Hype Cycle

By G C Network | August 29, 2008

Computerworld reports that Gartner see cloud computing as being at the top of the hype cycle. They have also settled on a definition: “a style of computing where massively scalable…

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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