Denis’ Blog

Endeca announced today that Intel and SAP have invested in Endeca. So with these new information, I modify my bet:

• SAP will buy Endeca by the end of 2008. Endeca will not go IPO.
• Autonomy will be acquired by IBM.
• Oracle will not acquire anyone.
• Exalead and Vivisimo will go IPO.

Your bets?

8 Billions. Gosh. I’ve lost. Bye Bye the foreseen HP/BEA or SAP/BEA deal..

So the bad news is: I’ve lost this bet. The good news is that now Oracle has a real application server. .

Oh. Yes. Let me count. 1 database, 2 Applications Servers, 2 (good) BPM solutions, 3 Portals suites, 2 ESB, 2 Collaboration suite, 2 Services Registry, 2 IDE… Wow, some cleaning ahead guys….

According to Venturebeat, Microsoft has signed a deal to invest $240 million in Facebook. $240 million for.. .less than 2% of Facebook shares.

So, if you take your preferred calculator, you reach a… $15 Billion valuation for Facebook.

MS will leverage Facebook to increase its Web 2.0 awareness, and maybe push Silverlight, boost its Ads business or whatever… But $240 millions for less than 2%, I take the bet. It is overpaid :-).

BTW, let’s take the opportunity to catch up with the Web 2.0 madness. Let’s bet: Who will invest/acquire in hi5.com ?

What do you think?