Will Oracle Buy Informatica?

Stateless Computing

By G C Network | August 15, 2008

A few days ago I read a review of Merrill Lynch’s Jeffrey Birnbaum LinuxWorld keynote on stateless computing. “With stateless computing, users’ settings and data are automatically saved to the…

Cloud Services

By G C Network | August 14, 2008

38% of 456 business technology professionals in a Information Week survey indicated that they currently use or will consider using services from a cloud provider. This seems much betterthan the…

Amazon, Elastra and the New Enterprise Data Center

By G C Network | August 13, 2008

Last week Amazon made an investment into Elastra. Some see this as Amazon’s enterprise play. Others see it as move towards the viability of private clouds. I see it as…

Microsoft Midori

By G C Network | August 12, 2008

Last week word got out that Microsoft’s new research project codenamed Midori. According to Information Week “the Midori system is being called Microsoft’s first cloud-based OS, and it could one…

Dell Trademarking Cloud Computing

By G C Network | August 11, 2008

There has been quite a bit of chatter lately over Dell’s attempt to patent “cloud computing”. Last week, the US Patent and Trade Office put an end to those aspirations…

Rob Enderle Cautions on Cloud Computing

By G C Network | August 8, 2008

Words of caution from Rob Enderle in “The Real Truth and Technology and IT”: “The key to success in the cloud will be keeping solutions simple, plus understanding and mitigating…

3 Important Point for Federal Government Cloud Computing

By G C Network | August 7, 2008

Point 1: In May, Verizon and AT&T were awarded a DHS task order for just under $1B to provide telecommunications services to the department. Verizon won the lead provider’s spot…

A Cloud Methodology

By G C Network | August 7, 2008

Although this was published in June, I just saw it and felt it was to good not to repeat: A Methodology for Cloud Computing Architecture Peel off the applications individually,…

IBM Invests Nearly $400M on Cloud Computing Centers

By G C Network | August 6, 2008

In a press release last week, IBM says that it will spend $360 million to build its most sophisticated, state-of-the-art data center at its facility in Research Triangle Park (RTP),…

Cloud Computing and the NCOIC

By G C Network | August 5, 2008

According to their website, The Network Centric Operations Industry Consortium (NCOIC) has scheduled a session on cloud computing at their upcoming plenary session in September. In case you haven’t heard…

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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    Are you aware of any other websites on this subject.
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