|By Yeshim Deniz||
|December 20, 2009 01:22 PM EST||
Cloud Computing Expo - I hate to make new year's resolutions like a new diet program or another trainer at my local gym. I also usually never bother with annual predictions either, for that matter.
One exception to that personal rule is the long over due sale of TIBCO Software.
Oracle was named exclusive Diamond Sponsor of Cloud Expo 2010, which will take place April 19-21, at the Jacob Javits Convention Center in New York City. Cloud Expo, with over 5,000 delegates and more than 200 sponsors, will be the most significant technology event of the year.
Now that TIBCO's fourth quarter results are around the corner (on Tuesday after the closing bell), the rumors started to resurface again. The company is expected to beat the Street with an impressive margin in Q4 and close the year. (Red Hat and Progress Software are expected to impress the Street next week as well by the way.)
OK, last week The Motley Fool declared TIBCO the best stock of 2010.
StreetInsider wrote TIBCO Software (TIBX) was higher on renewed takeover talk.
One interesting take on why TIBCO is on the block came from a European company board member which was recently acquired by Software AG about a month ago.
In a ZDNet Asia interview, Wolfram Jost of IDS Scheer said:
"In the IT industry, size matters.
"For example, we all know that TIBCO is for sale. Why?
"Because I think they won't be able to survive with their current size. So smaller players need to be niche and have very specialized focus areas to survive in the market. It's not a question of technology but of global reach, size, customer base and investment power."
Back to my personal belief why TIBCO will be sold before the end of March 2010.
The company is in a better financial shape than ever, groomed for this long anticipated sale for several years now.
They cut all costs down to a minimum for the past couple of years to feed their bottom line, which shows handsomly.
IBM missed a big opportunity with Sun Microsystems and TIBCO for IBM could be a marriage made in heaven.
Same goes for SAP.
However, being a European outfit, SAP may not know how to act like a cowboy Larry Ellison in the wild wild west of Silicon Valley.
Ellison can put an offer on the table during a weekend breakfast at a corner Silicon Valley diner where he and his buddy Scott McNealy used to hang for many years. Our German friends may be busy with their due diligence, God knows, which may last more than a couple of years.
So here is my bet.
Oracle has enough of TIBCO's toys, Larry does not need to compete with himself. Count the Germans out, they don't know how to play the game.
TIBCO goes to IBM before the end of March 2010.
Merry Christmas and a Happy New Year!
|Pcutter 12/21/09 04:06:00 PM EST|
What a load of uninformed BULLCRAP. Who would like to wager with me that the author of this prediction, who apparently is not a native English speaker, is unfamiliar with the fact that Vivek Ranadivé has publicly expressed his belief that predictive analytics will be "the defining feature of Enterprise 3.0"...(http://bit.ly/2UYl97)?
Anyone who is already talking of "Enterprise 3.0" is not only admitting as he does so that Enterprise 2.0 is a bust; he is also signaling a rash desire to double down on a bad idea by changing the version number and hoping it will all work out somehow next time round
Predictive IT is at best a long shot; at worst it's a major risky bet that IBM might prefer to leave well alone, just as SAP has done (another long-rumored sugar daddy for TIBCO's stockholders). If this crazy and poorly researched commentary were traced back to a TIBCO employee, that would be the final nail in the coffin: never mind not being bought by IBM, and not being bought before March 2010 - they'd be certain of never being bought AT ALL.
But surely not even TIBCO would be *that* stupid...I mean after Bernie Madoff ran his $50 billion Ponzi scheme undetected, SEC regulators have been desperate to prove they haven't been sleeping on the job - and they just obtained an asset freeze against Gene Hew-Len, the CEO of GHL Technologies and Francisco Abellan, a Barcelona, Spain stock promoter, for their roles in orchestrating a $13-million pump-and-dump scheme. So they're on a bit of a roll.
TIBCO pumpers (and dumpers) - beware!
Dale Kim is the Director of Industry Solutions at MapR. His background includes a variety of technical and management roles at information technology companies. While his experience includes work with relational databases, much of his career pertains to non-relational data in the areas of search, content management, and NoSQL, and includes senior roles in technical marketing, sales engineering, and support engineering. Dale holds an MBA from Santa Clara University, and a BA in Computer Science from the University of California, Berkeley.
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