Industry M&A Activity:
Issues, Improvements, Concerns, Other
Already Done:
•
Blackboard / Angel
•
Oracle / Sun
•
SAP/ Sybase
•
3com / HP
•
Palm / HP
Industry M&A Activity:
Issues, Improvements, Concerns, Other
Projected Acquisitions (by FBR Capital analyst David Hilal):
•
Akamai (AKAM) buys Limelight (LLNW), thus strengthening their position in content delivery
networks.
•
American Express (AXP) buys Concur (CNQR), provider of expense management software;
he notes that the company’s already have a tight partnership.
•
Hewlett-Packard (HPQ) buys McAfee (MFE): This one has already turned into a rumor; the
theory is that it would strengthen HP’s hand in security software.
•
Oracle (ORCL) buys Red Hat (RHT), thus extending its reach into the Linux software market
•
Salesforce.com (CRM) buys RightNow (RNOW), expanding beyond sales force automation
software into customer service and support software.
•
SAP (SAP) buys Tibco (TIBX), boosting the German software giant’s middleware stack.
•
SAP buys Informatica (INFA), in another boost to the company’s software stack.
•
Automatic Data Processing (ADP), he says, could buy Concur.
•
Oracle could buy Amdocs (DOX), Ariba (ARBA), Manhattan Associates (MANH) and/or
Parametric Technology (PMTC).
•
SAP could buy Salesforce.com.
•
Microsoft could buy Citrix (CTXS) or Limelight.
•
Google could buy Salesforce or Akamai.
•
AT&T or Verizon could buy Akamai
•
Cisco could buy Riverbed.
•
Microsoft or Google could buy Nuance (NUAN)