As previously noted, I’ve been writing about an Oracle/BEA merger since 2002. So like many observers, I find I have little more to say on the subject. Let’s go straight to the bullet points:
- Congratulations to Bill Janeway, Cary Davis and the rest of the Warburg Pincus team. They started BEA with a buyout of the ancient Tuxedo TP monitor. They aggressively bought Weblogic. They navigated the many changes in the core definition of the app server market. They recovered from the stumble in app dev tools. Yes, management ultimately is responsible, but great investors and board members had a lot to do with this one.
- TIBCO is an obvious candidate to go next, with all the major elements — significant middleware, unclear business model going forward, plus some minor sexy acquisitions (e.g., Spotfire) and internal efforts (e.g., in CEP) anybody would like to own.
- Bex Huff says BEA has a “lock” on middleware for the financial services industry.
- Tim Bass notes that Oracle picks up a CEP product in the deal. In general, Oracle is potentially a major threat in the CEP business. High-end transaction processing is what it does. And TimesTen’s core market is directly adjacent to CEP.
- Ray Wang notes that BEA has a big presence in China. He also thinks SAP’s NetWeaver is in trouble.
- The three obvious buyers for SAP are Microsoft, HP, and IBM, probably in that order.
My 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.