October 12, 2007

Oracle and BEA — sometimes I am waaaay early

Back in December, 2002, I wrote up the rationale for an Oracle acquisition of BEA. The deal finally seems like it may be happening. Oddly, when I proposed it then, I was accused by Oracle’s analyst relations department of being “unprofessional” for having the temerity to suggest it. And while the specific individual who threw that tantrum is long gone, I haven’t talked all that much with Oracle’s core server groups since … but I digress.

Actually, the logic of an Oracle/BEA deal now isn’t much different from what it was way back then. One exception is that in the intervening half-decade Oracle has acquired a formidable amount of experience in integrating large and/or technically overlapping acquisitions. Technically, however, the story remains pretty much the same. Oracle’s app server and BEA Weblogic do pretty similar things, more or less compliant to standards, only with different add-on functionality. And BEA’s most important add-ons are in an area — integration with outside applications — where Oracle has long needed to improve.

Comments

6 Responses to “Oracle and BEA — sometimes I am waaaay early”

  1. Ontario Emperor on October 12th, 2007 4:08 pm

    (Got here via Twitter.)

    In addition to Oracle’s demonstrated capability to acquire other companies, it should also be noted that Oracle now has a willingness to acquire other companies. Your 2002 paper noted that Oracle had a “severe” not invented here attitude; that has obviously changed.

  2. Curt Monash on October 12th, 2007 4:49 pm

    Right you are. Oracle USED to have a severe NIH syndrome. Obviously, they’ve made a full and robust recovery.

    CAM

  3. Curt Monash on October 12th, 2007 4:51 pm

    Another thing I was wrong about was being optimistic about DB2’s market prospects. http://www.dbms2.com/2007/10/09/another-firm-that-never-sees-db2-in-data-warehousing/ is an illustration of just how wrong I was about that.

    CAM

  4. Merv Adrian’s threads on analyst blogging | Strategic Messaging on April 4th, 2009 7:42 pm

    [...] Oracle once evaded my requests for information about app servers for 18 months and then called me “unprofessional” for writing about Oracle’s app server without a recent briefing.  Unsurprisingly, I was eventually proved right. [...]

  5. The other shoe finally drops for Oracle and BEA | DBMS2 -- DataBase Management System Services on February 4th, 2010 11:51 am

    [...] prior coverage of the Oracle/BEA merger includes a brag about having called it back in 2002, a quick analysis of how Oracle should reconcile its various products, and an obvious joke. [...]

  6. No, companies are NOT entitled to manage news about themselves | Strategic Messaging on February 4th, 2013 7:47 am

    [...] course, it’s not just news — companies get upset by people who offer opinion as well. Categories: Analyst relations, Marketing communications, Technology marketing  [...]

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