What follows SAP & Business Objects


	What follows SAP & Business Objects

Elizabeth Corcoran

10-8-2007 6:53 PM

498 views

tags:

m&a, oracle, sap

Elizabeth Corcoran says:

These deals do tend to have a domino affect. Sramana's bets are always interesting ones.

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<div style="margin: 12px 0px; font-family: arial; color: #333333; background: #ffffff; border: solid 4px #e5e5e5; width: 100%; clear: left;"><div class="CM_CTB_Content_Wrap" style="margin: 0px; padding: 0px;background-color: #ffffff;"><div style="border-bottom: solid 1px #dcdcdc; white-space: nowrap; margin-bottom: 8px; background-color: #eeeeee ;background-image: url(http://clipmarks.com/images/source-bg.gif); background-repeat: repeat-x; height: 24px; line-height: 24px; vertical-align: middle; padding-bottom: 4px; color: #666666; font-size: 10px;" ><a href="http://clipmarks.com/clip-to-blog/" title="see clips that are hot right now"><img src="http://content.clipmarks.com/blog_embed/6182433e-d6f2-44eb-a88c-cd38b736a5bc/44F885E3-1987-4D9F-94CD-BEAFB8DBA2A3/" alt="" width="19" height="19" border="0" style="vertical-align: middle; margin: 0px 4px; display: inline; border: none; float:none;" /></a>clipped from <a title="http://sramanamitra.com/2007/10/08/european-software-consolidation/" href="http://sramanamitra.com/2007/10/08/european-software-consolidation/" style="font-size: 11px;">sramanamitra.com</a></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://sramanamitra.com/2007/10/08/european-software-consolidation/"><H1 id="post-1616" class="title">European Software Consolidation</H1></blockquote><div style="height: 2px; font-size: 2px; background: #dcdcdc; border-bottom: solid 1px #f5f5f5; margin: 2px 4px;"></div><blockquote style="text-align: left; padding: 0px 8px; margin: 4px 0px 8px 0px; background: transparent; border: none;" cite="http://sramanamitra.com/2007/10/08/european-software-consolidation/"><P>Bottomline, SAP had to start learning the game of big acquisitions. This is a very good start. My guess is, coming up next is a Content Management acquisition, another gaping hole in their portfolio. The likely target is OpenText (Nasdaq: OTEX), a $1.4 Billion Canadian company, in 2008.</P></blockquote></div><div style="margin: 0px 6px 6px 4px;"><table style="font-size: 11px;border-spacing: 0px;padding: 0px;" cellpadding="0" cellspacing="0" width="100%"><tr><td style="background:transparent;border-width:0px;padding:0px;">&nbsp;</td><td align="right" style="background:transparent;border-width:0px;padding:0px;width:107px" width="107"><a href="http://clipmarks.com/share/44F885E3-1987-4D9F-94CD-BEAFB8DBA2A3/blog/" title="blog or email this clip"><img src="http://content7.clipmarks.com/images/c2b-foot.png" border="0" alt="blog it" width="107" height="17" style="border-width:0px;padding:0px;margin:0px;" /></a></td></tr></table></div></div>

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