This article contends that Salesforce.com may have approached Oracle to guage their interest in an acquisition. This may raise a few eyebrows, but probably comes as no surprise to anyone.
What I am surprised is why Microsoft would not be interested in Salesforce.com as well. I know that they are pursuing Yahoo, and are interested in Yahoo's search and ad revenues, but they are also pushing heavily their cloud computing offerings of which a SaaS CRM service would fit nicely. While online ad revenues can be a nice profit, Microsoft needs to continue to be a player in the enterprise market, and Salesforce.com would go a long way in keeping them firmly entrenched in many enterprises, while giving them a nice platform to roll out additional cloud applications. If Oracle gets Salesforce.com, how much further does that put Microsoft behind Oracle in Enterprise applications?
Would I like to see Oracle gobble up Saleforce.com? Sure - it bolster's Oracle's SaaS/OnDemand products, but wither Siebel? I know Oracle was planning to make Siebel OnDemand a direct competitor to Salesforce.com. So if they make the deal, what then? Does Siebel simply become the on premise CRM solution, and Salesforce.com the cloud solution? Oracle has many horses in the stable, but could this be one too many, or one too many studs?
Lastly, it may be a good buy simply from the author's assertion that Marc Benioff, CEO of Salesforce.com, would be a logical successor to Larry Ellison. He has that same swagger, and desire to be #1, and I think he would be a great leader for Oracle. So that begs the question - would Oracle buy Salesforce.com just to get Mr. Benioff?
Friday, January 02, 2009
Is Oracle interested in Salesforce.com?
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1 comments:
The article you quoted was written 11 months ago. This rumor has resurfaced periodically, but every OTHER time has been based on fresh information.
Whether or not Oracle is interested in buying salesforce.com is irrelevant. Your attention to detail (or lack thereof) is the issue here:
1. Out-of-date sources
2. CRM is trading at 34.02 as of now. Reality check, please. Would Oracle really pay double the current share price for salesforce.com? No. So please don't quote an article that mentions a number totally ridiculous by today's price lists. It only reflects even more poorly on your "writing."
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