An excerpt from an entertaining Rob Enderle Oracle snapshot (via Dave Kellogg; also see “Oracle Seeks $2.3 Billion in SAP Download `Humiliation' Trial”) follows below. My bet is on Cisco acquiring EMC.
Secret Mega-Merger
There are some who think Larry is using this to screen his effort to buy EMC (NYSE: EMC) and keep the speculation from driving up EMC's stock price before he can make an offer. The offer would drive up the price regardless, and this strategy would likely fail. Same with an attempt to buy HP, unless he is hoping the press coverage will drive out HP's board, which also seems doubtful.
With the analysts pointing out how Mark Hurd aggressively cuts the salaries and benefits at the companies he leads -- justifying the need to do so with questionable studies and then taking a huge bonus for the result -- I doubt many firms are going to want to be acquired by Oracle anyway. After working so many years to build something, you hate to see a buyer kill it.
Technology News: Tech Buzz: Oracle's Masterful Political Obfuscation Strategy Against HP
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