Tuesday, January 25, 2005

Big Trinity's "Natural Selection": PeopleSoft as an Advantage.

Well it "It's a dog eat dog world" for sure. But I guess this one would be best described as "Its a dog eat another dog alive, world". Well everyone of aware of one of the biggest buy out story of this year. Oracle bought PeopleSoft for $10 b . and Oracle is proposing this one as a one of the strategic moves for their future. This is not one of the only attempt of Oracle to acquire big leaders, but this is the successful attempt to wipe out, such a big company and its people with a smart planning. Oracle tried to acquire players like Siebel and BEA in past also.
Now its someone should take an advantage of this whole situation, Big 3 did. Yes!. Its Microsoft , SAP and IBM.
  • Microsoft discounted migration services,This will migrate customers from Peoplesoft application. So their 25% discount program will be over by end of mid this year. So customers will rush and there goes Microsoft revenue, up again. As they reported revenue growth for their 3rd quarter already up by 13%
  • SAP buys TomorrowNow [1+]; Huge benefit for SAP going forward. Now they have their own way of spinning the wheel. with this deal, 75% credit towards mySAP ERP, discount for Netweaver integration platform
  • IBM to buy Corio; Corio is one of the leading ASP for PeopleSoft and Oracle ERP, IBM will kill two stones with this, first it will strengthen its own Hosted ASP business. Second slowly go after customers like PeopleSoft and Oracle, as IBM has its own small business application initiative, to go on CRM market.

interestingly this will go on because its a race but with advantage to your competitors sometimes, whoever wins they need to maintain the reputation, but people who loose or who are watching winners closely, they keep an eye on next revolution and run for it.


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