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In the wake of the April 20 news that Oracle is swallowing Sun Microsystems for a net of $5.6 billion, talk on the street of subsequent mergers & acquisitions activity has begun to heat up.
For some reasons, these deals sometimes come in waves, but the economy is the most significant factor. "We believe there is going to be more M&A activity in technology because valuations are depressed, and it is going to be difficult for many companies to grow in this economy. What will be interesting is how the transactions evolve," Enterprise Strategy Group analyst Brian Babineau told eWEEK.
We've talked to industry vendors, channel folks and analysts, and we have aggregated their opinions here.
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- Who Will Ride the IT M&A Wave Following Oracle-Sun?
by Chris Preimesberger - IBM-NetApp
This one's been circulating literally for years. But the latest talk now is that IBM may be getting serious about making an offer that CEO Dan Warmenhoven, co-founder Dave Hitz and the NetApp Board of Directors cannot refuse. IBM saved up a bunch of cash for Sun; since that deal's kaput, why not put the money into a growing sector (storage) with a well-managed company that knows how to make and sell the next-generation products that Big Blue needs? - Hewlett-Packard-Symantec
This is another oldie that is regularly resurrected. The synergies have always been there: West Coast, fairly conservative corporate cultures; longtime partnerships in several product areas; product lines that complement each other; plenty of customers that do not overlap, so there are new sales fields to mine for HP. - Apple-Adobe
Seems as natural as running Photoshop on Mac OS. - Microsoft-Yahoo
There's no way this was going to happen a year ago, when talks first surfaced. But times have changed drastically since then. There's still no way their cultures will ever mesh. However, Microsoft CEO Steve Ballmer wants his company's consumer online business to stop losing money, and acquiring Yahoo is a fast way to turn that around. - Google-Skype
Why eBay ever bought Skype has been a mystery for the ages. A company that really knows how to use Skype's capabilities needs to own it. One good move by eBay was getting Skype all that face time on "Oprah." - Cisco Systems-VMware
We've been all over this before and it still makes a lot of sense. VMware and its virtual machinery has been a cash cow for EMC. But the companies' cultures clash big time, and a lot of excellent VMware talent has moved on. Cisco wants to control virtualization for its network-centric data center strategy. EMC's strengths are in storing and protecting data. - EMC and Somebody in the Mobile Sector
EMC has built a hugely successful business by acquiring companies in and around the storage and data protection business (Iomega, RSA Security, Documentum, Avamar deduplication, Mozy online storage, etc.)
It's always looking for the next conquest. How about somebody in the mobile computing sector, such as Motorola? Data has to be stored there, too, and more of it goes there every day.
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