BEA acquired by Oracle ? It is not over…
In a previous post I’ve bet on HP buying BEA. After thinking SAP would. Oracle has just announced the acquisition of BEA. Am I going to loose another bet?
Not sure. The battle is not over. SAP Will have to move. If not, Oracle closes the door for a lot of Netveawer development. And HP if they want to take the last chance they have to come back in the Enterprise Software market
Moreover, not sure Oracle is not trying to buy BEA just to accelerate move from other. Think about the rationales behind Oracle announce. Of course with the acquisition of BEA, Oracle would have a real application server 
…but:
- they will have to kill one of the BPM tool (probably ALUI BPM Manager since Oracle Process Manager has some market share and is quite good).
- They have 3 portals in the portfolio: Oracle Portal + BEA Web Portal + BEA ALUI. Ok. The first one is a pure failure, the second one was a planned dead in BEA’s roadmap…
- In the SOA fields, they have 2 ESB, 2 Services Registry, etc…
4 Billions euros spent and a lot of cleaning to do…. I am really do not buying it….
Let’s see in the coming days. I still bet on HP.
BTW, once BEA is acquired, and after the BO/SAP deal…. Who’s left? What is the next bet we can do?
Cognos? For sure. Informatica? Maybe. Day.com? Too late. Red Hat? No, they still have too much momentum and good visibility. Montavista? Maybe. Open source pure players like MySQL or Alfresco? Too early.
Information Access vendors? Hmm… Not bad. Who will be the first? I think they will be public and in the top of the magic quadrant. Autonomy? Fast Search & Transfer? What do you think?
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