FEATURE: A reader's IT merger predictions

Last week we asked for your "best or wildest" predictions about which IT giants are in precarious situations.
Here's what one FierceEnterprise reader said:
The precarious situation is the continued pricing pressure causing lower margins. This is partially due to too many vendors and partially due to an over-reliance on the slowly growing US economy. Some IT giants, as well as lots of midgets, are in it. Siebel, Amdocs, Epiphany, BEA, Tibco, Sybase and Sun Microsystems are all acquisition targets. Had any of these companies latched onto the growing economies in Asia, they would not be attractive acquisition targets. BI vendors like Hyperion, Business Objects, Cognos, and hosted model vendors like salesforce.com are not yet targets because their margins are still OK. In the next 12-24 months their margins will dive down as well and they will join the list. Salesforce.com and Hyperion will be the next targets. The counterbalancing force to consolidation is the fact that developing a product or technology in-house is usually cheaper than acquiring. SAP and Hewlett-Packard are in the D-I-Y camp; Microsoft and Cisco usually acquire to get technology and not for the purposes of improving margins.
- Ajay Dawar, director, product marketing, Venturi Wireless




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