Stephen Jannise over at Manufacturing Software Advice has an interesting take on where Oracle might go next with its M&A activity. Some of these (RIM, for instance) are pie-in-the-sky plays, but they do make some sense in the larger enterprise space when you consider the most emergent trends.
As for me, I can see Informatica and Infor as reasonable plays (with varying degrees of messiness). I don’t see much of a network play, nor do I see mobile being top-of-mind. I can see EMC and Salesforce.com as massive targets, but both very pricey and, perhaps, out-of-reach today.
Regardless, some interesting thoughts by Jannise and a fun thought exercise to boot. Give it a read.
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