Oracle’s $6.6 billion offer for middleware vendor BEA has bloggers all a-flutter. Here is a sampling of the most substantive reactions:
Veteran analyst Judith Hurwitz – “I actually think that Oracle’s decision to buy BEA is a smart move. Oracle needs the depth of middleware and business process software that are two strengths of BEA’s platform. I have spoken with Oracle customers who have not been happy with Fusion middleware. Therefore, the BEA acquisition should strengthen Oracle’s infrastructure assets.”
Analyst Dana Gardner – “…a combined Oracle and BEA offers a strategic bludgeon to all three of Oracle’s main competitors — IBM, SAP and Microsoft. … Other vendors will be significantly impacted by the proposed merger as well. Red Hat, Sun Microsystems, and TIBCO will face a tougher market. That’s because Oracle will provide Linux and other open source value benefits (to blunt Red Hat’s differentiation), provide deeper proprietary transactional performance characteristics (to etch away at TIBCO’s differentiation), and offer one-stop shopping for a full and robust Java environment (to further demean Sun’s purported Java advantages).”
Consultant Derek Tomei – “This is a huge win for Oracle and for its customers that are running PeopleSoft. And, if you are running your PeopleSoft application on top of the Oracle Database, your entire stack will be Oracle’s products, with the exception of the Operating System. Think about it ….. The total cost of ownership will be dramatically reduced!”
Blogger Jeff Nolan – “History shows that whenever Oracle has bad news coming [the delay of Fusion] they divert attention through some action is fundamentally more interesting to the broader market. It’s like billion dollar three card monty and I actually admire their capacity to pull it off. . . . ”
If you still haven’t had enough opining, here is a roundup of even more responses to the potential deal.