Business Objects - who else is in the crosshairs ?
Business Objects acquired Crystal Decisions a few months ago, just before the latter was about to go public.
While Business Objects itself remains a takeover target for the likes of Oracle/Microsoft, it is likely to gobble a few more smaller players before it gets swallowed.
Two candidates i can think of -
- Ilog : this business rules/optimization leader should make for a good fit, especially to expand the customer base and cross-sell.
- Insightful: this data and text analysis software maker has probably the best IP in its sector. The recent past saw some interesting events that resulted in reduced interest in the company.
I do not own any shares of either, and at this point both fall in the speculative bin, Insightful specifically with all its management/accounting problems. I do plan to add when things clear up a bit.
Another item of interest is that all the 3 are French companies - so hopefully the French Govt won't see any reason to interfere!
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