Friday, September 16, 2005

Oracle and Siebel | The Godfather |

Oracle and Siebel | The Godfather | "With Siebel's disappearance, the major bout of consolidation in the corporate-software industry probably comes to an end. There is barely anybody left. In the obscure “infrastructure” layers of corporate data-centres, there is now an oligopoly of giants such as IBM, Oracle and Microsoft, with a few stragglers such as BEA Systems still hanging on. In the applications layers, Oracle, having digested PeopleSoft and Siebel, will be a sort of Airbus to SAP's Boeing. Mr Ellison and Mr Benioff are still at large and preening, while other members of the diaspora are gradually settling down. Things will be duller."

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