Monday, June 09, 2003

News: White knight to rescue PeopleSoft?

News: White knight to rescue PeopleSoft? Interesting analysis and speculation. My $.02: the only possible "white knight" is SAP, and it would be a great combination in many respects; SAP would significantly expand its position as the leading platform-neutral enterprise app vendor. E.g., IBM may be fond of JD Edwards for its historical IBM focus, but that certainly wouldn't lead them to acquire PeopleSoft. MS would accelerate Microsoft Business Solutions (MBS) by acquiring PSFT, but $5B+ is more than Microsoft's total investment in MBS thus far, and PSFT's value would rapidly depreciate outside Windows if MS controlled the company.
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