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Tech

Tibco Software (TIBX) : Will TIBX be acquired?

I have always been impressed with Tibco; not with its stock price but at its portfolio of products and services.

Competitors that I can think of includes Oracle, IBM, and Progress Software.

TIBX is in a very nice position where there exists very few players and they are among the pack of leaders…..which makes them a good acquisition candidate.

But, more interesting today is TIBX price action. While the general market retraces a bit, TIBX continue its march upwards.

At mid-day, it has already matched its average volume.

Perhaps Fujitsu might be interested? Or will SAP gobbled up TIBX?

Categories
Tech

3PAR (PAR) : Will Oracle join in the bidding game?

I am not vested in 3PAR.

But, here’s a little musings.

Will Oracle join in the bidding for 3PAR?

1. Founders of 3PAR, Jeff Price and Ashok Singhai, both hail from SUN (now Oracle)

2. Is Oracle’s storage technology stack covering the entire industry’s needs?

3. 3PAR, with their thin provisioning, will it provides an added advantage for Oracle over competitors like HPQ, DELL, and even make it more challenging against EMC and IBM?

Having said that, there’s also a few executives in 3PAR that comes from HPQ.

It is hard for an outsider like me to figure out what goes on in the discussions or agreement.

But, it will be interesting if Oracle decides to join the bidding game. I assume they have the money to do so.

And even if they fail to win the bid, it could possibly make a hole in HPQ or DELL.

Categories
Tech

3PAR (PAR) : Dell to acquire 3PAR

The headline says it all.

Dell Inc. said Monday it plans to purchase data-storage company 3PAR Inc. for about $1.15 billion in cash, as the personal-computer maker seeks to boost its offerings for corporate technology departments.

Dell will pay $18 a share for 3PAR, an 86.5% premium to the Fremont, Calif.-based company’s Friday closing price of $9.65.

Read more: http://online.wsj.com/article/SB10001424052748703382304575432411652741480.html?mod=googlenews_wsj#ixzz0wm6THxl6

Firstly, congrats to 3PAR. Storage is a tough market. Hopefully, with DELL as its backing, it can go further and go up against the likes of EMC.

The storage industry has continue to consolidate including the recent Oracle acquisition of SUN.

Without strong backing, it will take  a long time for 3PAR to build up the channels and replace the incumbent.

On the trading front, it has been a miss for me. I have wanted to buy some shares of 3PAR with this market correction.

Guess, DELL knows that this is a good time to buy (seeing that 3PAR’s shares is not going to move ahead much).

I think this is a good move on DELL’s part. Hopefully, the management can work together and provide alternatives to the industry.