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Recurring Revenue: Article

Will Oracle Go Back to Buying BEA?

Will Oracle Go Back to Buying BEA?

In the course of its antitrust trial back in June, when the US Justice department was still trying to block any merger between his company and PeopleSoft, Oracle chairman Jeff Henley was happy to reveal to anyone who asked that Oracle's board had compiled a list of potential "Plan B" takeover targets. The list included Siebel Systems, Lawson Software, and BEA Systems.

So, five months from that revelation, is Oracle about to walk from the PeopleSoft deal and go instead after BEA?

This time it is not Henley but Oracle president Charles Philips who has been telling the world - via Reuters - that Oracle is "talking with other companies as we speak."

Philips said yesterday that "We have said all along that there are multiple acquisition possibilities. We have multiple ideas." So its $9.2BN hostile bid might yet prove to be just the beginning of Oracle s expansionist efforts, not the end.

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Most Recent Comments
Mark Walters 01/16/05 12:04:46 PM EST

.. too interesting .. what next for 2005! The saga continues I guess :(

Bob Smith 12/10/04 10:32:51 AM EST

<>I found this article quite fascinating.

stock_fool_2 12/06/04 06:40:09 AM EST

I have been out there reading some industry mags and I am reading that a number of customers have an exit plan if Oracle takes over PeopleSoft.

The plan goes something like this:

1. Cut off Maintenance to Oracle and take it in-house.

2. Wait 2-3 years to see how Oracle supports the PeopleSoft applications and then reevaluate.

In the meantime since this is a hostile takeover Oracle will get no one to sign non-compete agreements.

It would be very possible for Dave Duffield to start up new PRIVATE company, taking key personnel for the purpose of providing ongoing maintenance.

I just really think the customer run rate will be higher than Oracle and analysts have calculated for providing future cash flow.

So the real question for Oracle is: Is $4-6 billion (net) a good price to pay to just kill a competitor?

Maybe it is...I think it is rather foolish though.

in the meantime... 12/06/04 06:37:19 AM EST

...Since Dave Duffield is up for reelection, if a new Board of Directors is elected at PeopleSoft, he can just cash in and resign. No non-compete is signed.

He can buy a 3rd party maintenance firm. Take key people and then compete. THAT IS IF HE WANTED TO. He could just re-retire or be a venture cap person, by joining up with Aneel.

fishinsreelgood 12/03/04 09:35:56 AM EST

Yeah, you're dreaming. . . .Michael Dell is smart. He's focusing on what he does best - quality, low cost personal computers. He could also *lose* exponentially by taking on PeopleSoft.

Peak_N_Valley 12/03/04 09:33:59 AM EST

Where is Michael Dell when you need him?? Dell needs to get into the software business in order to grow exponentially, thus become more of an IBM/HPQ company....or am I just dreaming?

pagasus3000 12/03/04 07:41:19 AM EST

I think people keep forgetting the PeopleSoft board of directors are already very successful people (eg Dave Duffield is a billionaire) and do not need to entrench, nor "keep their jobs."

They obviously feel the company is worth a certain price- and am sure they know what that is- (but are not obliged to disclose it, given they are not trying to sell the company, nor should they disclose their price)

kunphewzd 12/03/04 07:39:07 AM EST

To Oracle it is probably obvious they are not going to get PeopleSoft for $24 (at least not in the near future). It is also obvious that they would be fools to pay more than $24. To offer more would finacially irresponsible and would taint thier reputation even more. How many times have they said $24 was "Best and Final"?

eaglewarriorisme 12/03/04 07:25:27 AM EST

Oracle will walk away now. With another acquisition in hand, they can call it a victory and end the PeopleSoft one--for now, saying they could always be back.

peoplesoft update 12/03/04 07:23:29 AM EST

any onwe seen this article suggesting Duffield, the PeopleSoft CEO, has a Plan B of his own...to start a new PeopleSoft inc?!

archy1024 12/03/04 07:20:23 AM EST

On the contrary Oracle is sitting on a pile of cash and can go on a buying spree without hurting its bottom line

NoWay 12/03/04 07:18:26 AM EST

Surely even Oracle can't afford in all seriousness to pursue two deals at the same time?

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