What are your thoughts on the announcements from PeopleSoft, J.D. Edwards and Oracle this week?
I think we're seeing the software industry version of "let's be king of the mountain," similar to the HP/Compaq merger which was supposed to help the combined company compete with IBM (on breadth/services) and Dell (on scale/efficiency). Perhaps a better example was IBM's hostile takeover of Lotus years ago, which helped IBM get into the apps market after struggling for years.
My quick reaction is that these moves mean PeopleSoft admits it can't really penetrate the mid-market, so buying a company who can is the next best thing. And Oracle's takeover bid means it has low confidence in succeeding in the apps business (similar to IBM), so buying a company that has "apps DNA" is the next best thing.
And perhaps they both realize that, aside from Siebel, the real competitor is SAP which is building real momentum in CRM and has a huge customer base already. A more interesting question is, what will Siebel do? The CRM software leader could end up the leader of an industry that just got bought by the ERP industry.
(Visit our news page for coverage of these acquisitions https://searchcrm.techtarget.com/info/news)
Dig Deeper on CRM strategy and implementation
Related Q&A from Bob Thompson
How many user agents (both clients and server) can participate in a SIP conference? And how many in an H.323 conference? Continue Reading
Can you provide some real-world benefits of deploying SIP? Continue Reading
Will vendors really give up proprietary protocols in support of SIP or at least find a way to coexist? Expert Bob Thompson offers his perspective. Continue Reading
Have a question for an expert?
Please add a title for your question
Get answers from a TechTarget expert on whatever's puzzling you.