What a wave, within a month and quite a vacation one, there was SAG-IDSScheer and now Facebook-FriendFeed and allegedly SAP-Tibco. What’s happening? Who’s next? And there is so much logic in this rumoured Tibco acquisition that I would not be surprised it turns out true.
What do you think?
Ivo
There is the common expectation in the market, that the wave of consolidation of IT Companies will continue. The mentioned examples will not be the last that we see by far.
Regarding SAP and Tibco, there are rumors since more then two years, so I'm not sure what's behind this new try to reanimate them. Of course SAP is stronger at application side than with their middleware, from that perspective such an acquisition makes sense. But if they need Tibco to make their own middleware offering more successful or only would try to put them out of the market is subject of discussions.
The announcement of Tibco to offer tools in the cloud computing area might bring a new flavour into the discussion, but I'm sceptical so far. Let's see what the near future brings.
The next one, typical for the current market:
VMware buys Enterprise-Java-Specialist SpringSource
My personal opinion is that SAP surely will buy Typco; if such announcements come to journalists it is 5to12 that it will become true, and SAP is not lacking of risk capital at all to announce an acquisition like this.
Not to forget the planned acquisition of Business Intelligence expert SPSS by IBM:
http://blogs.forrester.com/vendor_strategy/2009/07/ibm-looks-into-the-crystal-ball.html
