Acquire Me! Oracle's and SAP's Next Likely Targets

A new 451 Group report serves up some tasty offerings to feed a possible acquisition binge by the enterprise software supervendors. Oracle's Larry Ellison is preparing to throw a pie at IBM: The only question is who will be the whipped cream.

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Nevertheless, Martens sees the acquisition as a game-changer for future M&A strategies by Oracle and SAP. "Oracle is once again talking up its concept of providing a full integrated software and hardware stack including its databases, middleware and applications running on top of Sun's hardware," Martens writes. "That positioning may shift the bulk of Oracle and SAP's next shopping excursions more toward infrastructure and optimization plays for the next year or so."

And, of course, Oracle's Sun purchase has shifted some of Oracle's attention away from SAP and onto IBM, which could be a factor in both Oracle's and SAP's long-range plans. "I would like us to be the successor to IBM," Ellison proclaimed at the recent appearance.

"IBM has yet to return to the apps arena per se, but it has certainly obtained a lot of pieces around ERP and CRM with its multibillion-dollar purchases of SPSS, Cognos and FileNet in the fields of analytics, BI and content management, respectively," Martens writes. "A move by Big Blue, say on a midmarket ERP partner like Lawson or Infor, could presage further consolidation in that arena by Oracle and SAP."

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Copyright © 2009 IDG Communications, Inc.

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