忘れないうちに、BEAの動向メモ

BEAがより高い評価を正当化するために一生懸命

The Board's $8.2 billion valuation of BEA came in response to Oracle's unsolicited acquisition offer of $17 per share and pressure to sell the company from Carl Icahn, BEA's largest shareholder.

TBR believes Oracle's purchase offer was timed to take advantage of BEA's declining share price and precarious position with shareholders, who are questioning the companys long-term growth possibilities. Oracle saw an opportunity to eliminate a competitor and snap up a larger share of the middleware market for a bargain price.

BEAがイベント適応力強化のアーキテクチャを売り込み

An Oracle offer to acquire BEA expired in late-October and no new one has been tendered. For BEA officials, Tuesday was business as usual with executives touting the company's middleware stack for event processing during a media presentation in San Francisco. They stayed silent when asked about any possibility that their company might be bought by Oracle.

The company emphasized how the holiday season is especially taxing on transaction systems in industries like air travel and retail and that event-processing is a solution.
"There's unique challenges around the holiday season," Churchward said. These challenges include compressed purchase-to-delivery time expectations, management of transactions, and an exponential increase in holiday travelers.
"There's more people hitting these [Web] sites, hitting the stores, there's more people getting on airlines," he said. Failure to address these problems can result in loss of revenue, lost of customers, high operational costs, and negative press and referrals, he said.

Iona社CEOピーター・ゾットがオラクルはBEAを買収したらBEAの製品を脱却するだろうと予測

So it’s not surprising that Iona CEO Peter Zotto is taking a keen interest in the boardroom machinations between BEA Systems Inc. and Oracle Corp. His conclusion: “It’s only a matter of price.”

Zotto speculates that if Oracle gets BEA, it will retire BEA products. He knows you know that, too, and hopes that you’ll consider alternatives like Iona.

Ionaはこんな会社

The company specializes in distributed service-oriented architecture (SOA) infrastructure. IONA products connect systems and applications by creating a network of services without requiring a centralized server or creating an IT stack. IONA products are widely deployed in the telecommunications and financial industries.