Oracle to Buy Borland? HP to Buy Mercury?
The enterprise software business has been consolidating, and now it sounds like it may consolidate even further. Stay tuned.
Get the latest from David Feinleib at venture capital firm Mohr Davidow Ventures.
3 Comments:
So this poses 2 questions:
What does it mean for the players in the industry? (Higher profits? More standardization? Captivation of new markets by existing players? Integration?)
What does it mean for the consumer? (More expensive products? A wider range of products from a single vendor? Fewer choices?)
It'll be interesting to see if large vendors are able to manage their own internal complexities, fight each other, and fight a growing open source movement. Honestly, I think this industry is in for some big changes. One thing is for sure, technology products are becoming less elitist and more ubiquitous (buzz word alert). The rules are changing, and unless you want to walk away from your core business in order to stay on the bleeding edge, these giant companies are going to have to figure out a different way of doing business (and I think they already are changing). It's going to be hard to charge 250 bucks for a piece of software when your competitor's is free. As you so aptly put it... stay tuned.
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