I feel it’s time for a little acquisition speculation — and no, I’m not going to belabor HP and SAP rumor.
Rumor of a BMC sale crossed Bloomberg this morning. BMC sells systems management tools — aiding customers with some of the processes in application lifecycle management tasks. It competes with the likes of CA and IBM Tivoli, according to a colleague here at TechTarget.
Bloomberg reported that SAP and Oracle are the likely buyers.
I’ve written here a couple of times that application lifecycle management is the true centerpiece of SAP’s strategy. It’s a money maker, and it gives them added control over their accounts.
That point, and a couple of others, makes the BMC acquisition rumor interesting.
SAP already has an OEM agreement with BMC. According to BMC’s website, BMC and SAP’s joint install base includes almost 7,000 customers.
Is SAP the likely buyer here?
It’s an interesting idea, but let’s consider this. One of the main initiatives for the next version of Solution Manager is to make it more open, according to a previous interview with Matthias Melich, vice president of SAP application lifecycle management. SAP is aware that organizations use many different tools to manage application lifecycle, and, therefore, Solution Manager plugs into dozens of best-of-breed tools — either by adapters, open interfaces or original equipment manufacturer (OEM) agreements. The goal is not to replace the best-of-breed tools but to pull the data into one central location — so customers don’t have to log into 10 different systems to get the information they need.
I’ll refer you to this slide (slide 10) for an idea of just how “open” SAP’s advertising.
What would a BMC acquisition mean for, say, SAP’s CA partnership? Does this make Oracle the more likely buyer? It hasn’t purchased any companies since Tuesday.