I was wrong…
Rumors have been circulating since 2002 that HP would buy BEA. Since I like risks, I’ve bet that SAP would buy BEA by 2005. I was wrong. SAP did not bought them. Not sure they need BEA anymore. But HP does. BEA market capitalization is ~5 Billions US dollars. HP is flying at ~120B US$. With the premium, that’s a 5% dilution at max. BEA has great products HP do not have: Portal, ESB, BPM, Web 2.0 server side solutions. So I was wrong. HP will buy BEA by the end of 2007. New bet. 2 beers on it. 
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