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BEA will sleep with anyone for the right price
BEA isn't against whoring itself out, it's just that it will only degrade itself for the right price.
That is, in summary, the middleware vendor's latest move in the takeover battle with Oracle. BEA has reached the conclusion that it has no future as an independent vendor. Al that is left is getting a good price. Oracle is offering $17, BEA is asking $21.
Investors clearly don't believe that BEA will get away with a 23 per cent price hike. The company's stock is currently trading around $17.5-$17.6.
Now that BEA has put out the for sale sign, the company has to sell as soon as possible. No sensible CIO can tell his boss that they are betting their SOA or integration strategy on a company that will undergo major changes soon.
Especially because a major part of BEA's business is 'keeping the preferred vendor honest'. Many clients buy BEA because want to prevent a vendor lock-in from (usually) Oracle or SAP. Oracle customers will loose their leverage, but SAP customer will loose confidence in the vendor.
open for business
October 25, 2007 at 10:34 PM | Permalink
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