March 31, 2009

Somebody is spreading Teradata acquisition rumors again

An mass email from Tom Coffing was forwarded to me today that starts:

I have heard from reliable sources that both HP and SAP have purchased more than 5% of Teradata stock.  My sources tell me that both companies appear to be positioning themselves for a bid.

I got my version of the same email from Coffing yesterday with a different introduction but otherwise the same substance (he’s pushing a new product of his). It also had a different From address.

Possible explanations include but are not limited to:


4 Responses to “Somebody is spreading Teradata acquisition rumors again”

  1. Neil Raden on March 31st, 2009 3:34 pm

    Now I’m not taking sides because I like them both, but you realize that Coffing and Teradata had a pretty bitter breakup, no?


  2. Curt Monash on March 31st, 2009 4:42 pm

    Actually, no. Coffing’s is a name I’ve hears a few times, but I’m not as up on the details as some other folks seem to be.

    However, I’ve heard the same thing offline from yet another distinguished analyst. 😉

  3. Doug Henschen on April 1st, 2009 4:48 pm

    HP would seem to be a natural fit. After all, they’ve been trying to replicate with Neoview what Teradata has already achieved. That said, the Oracle relationship would immediately become problematic.

  4. Curt Monash on April 1st, 2009 6:49 pm

    The chances are very low that this is for real.

    And given HP’s reorg that somewhat diminishes the importance of data warehouse DBMS/product appliance success, this would be particularly odd timing.

    The SAP rumor has always seemed nonsensical, as per

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