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IT management in a changing IT world

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25
Feb
2008

MicroSAP scarier than Microhoo

by William Vambenepe

Here are the first three thoughts that came to my mind when I heard about Microsoft’s bid to acquire Yahoo (in order, to the extent that I can remember):

  • After XBox this will take their focus further away from enterprise software. Good for Oracle.
  • I wonder how my friends at Yahoo (none of which I know to be great fans of Microsoft’s software) feel about this (on the other hand the stock price rise can’t be too unpleasant for them)
  • Time to get ready to move away from Yahoo Mail

Turns out I should have added an additional piece of good news to the first bullet: after this they won’t be able to afford SAP for a while. This I just realized after reading this New York Times column which argues, in short, that Microsoft should acquire SAP rather than Yahoo.

A few quotes from the article:

  • “you’ve probably never heard of BEA“: this obviously doesn’t apply to readers of this blog.
  • “it’s not much fun hanging out on the enterprise side of the software business“: ouch. If it’s fun you’re after, try the IT management segment of enterprise software business.
  • “to find the best acquisition strategy, ask, ‘What would Larry do?’“: does this come as a bumper sticker?

Of course if Microsoft gets Yahoo and things go really badly, then it could be SAP who acquires Microsoft…

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This entry was posted on Monday, February 25th, 2008 at 9:28 pm and is filed under Business, Everything, Microsoft, Off-topic, Oracle, SAP, Yahoo. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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