tag:blogger.com,1999:blog-1479220138877439816.post7146560992672493967..comments2024-03-28T06:21:08.481-04:00Comments on Dana Gardner's BriefingsDirect: Oracle makes its move to acquire BEADana Gardnerhttp://www.blogger.com/profile/05634998093031533262noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-1479220138877439816.post-11332861351623382622007-10-14T21:38:00.000-04:002007-10-14T21:38:00.000-04:00"Thus the biggest loser in the Oracle-BEA conglome..."Thus the biggest loser in the Oracle-BEA conglomeration is SAP."<BR/><BR/>Thank you for your analysis. For some reason, most other blogs are missing this point.<BR/><BR/>I wrote: "With SAP (SAP) buying Business Objects (BOBJ) for $59.35 cash per share, it was just a matter of time before archenemy Oracle (ORCL) would make a move to close the gap. Oracle responded by bidding for BEA Systems Inc. (BEAS) only to be rejected by the board as being too low, several hours later. This implies that the attempt was a knee-jerk reaction that was not coordinated with BEAS."<BR/><BR/>See http://www.crossprofit.com/article.asp?id=126<BR/>for full article.<BR/><BR/>Saul StermanCrossProfithttps://www.blogger.com/profile/03418982217264443781noreply@blogger.comtag:blogger.com,1999:blog-1479220138877439816.post-44057403996394866092007-10-12T11:34:00.000-04:002007-10-12T11:34:00.000-04:00Carl Icahn has been eyeing BEA for the last few we...Carl Icahn has been eyeing BEA for the last few weeks, so no real big surprise that he went after it. Is this positive for BEA? Well, I would say that most of the 30+ corporations that Carl Icahn is involved in are profitable http://www.newsvisual.com/newsvisual/2007/07/icahns-connecti.html , so in the end in may not be such a bad deal.Anonymoushttps://www.blogger.com/profile/05658281775376336590noreply@blogger.com