Stowe Boyd: Why Yammer Deal Makes Sense

Excerpt from a Stowe Boyd Microsoft/Yammer perspective; tbd when Larry Ellison will make his next move

"Yammer might have seen offers from a number of other companies in recent years, as other enterprise players were rolling up competitors, like the SalesForce buy of Socialcast, and the recent Citrix acquisition of Podio. I wouldn’t be at all surprised to find out that Oracle is on the hunt, and SAP has made a dramatic splash in this market in the past few months, albeit without making an acquisition, yet. Yammer might have looked at the rapid consolidation in the market by multibillion-sized competitors and deemed acquisition by Microsoft as one of the least-risky paths to potential market dominance. A Yammer/Sharepoint integration is a potential killer app for the market today, with hundreds of millions of seats to be sold."

Stowe Boyd