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Posted by Boris Evelson on September 17, 2007
by Boris Evelson.
Yet another rumor crossed the wires today about Business Objects getting ready for a takeover. These rumors have come up before, and it may be nothing else but a routine exercise that BO and other vendors go through to test the market periodically.
As I already blogged back in March '07, there's no denying however that the business intelligence (BI) and business performance solutions (BPS) markets are consolidating. Last year Microsoft bought ProClarity; this year Oracle bought Hyperion, Business Objects acquired Carthesis, SAP acquired Outlooksoft, and most recently Cognos acquired Applix.
I predict that within 2-3 years there will be five major BI vendors carving up the BI and BPS market: Microsoft, IBM, SAP, Oracle and HP. There'll be much M&A activity seen from these vendors in the near future.
Here's how I see it playing out:
As I mentioned back in my March '07 blog, an orthogonal move could come from EMC or Sun, who have been information management players for years, with BI being a natural addition/extension. Notably absent from all the rumors is Teradata, which in our opinion has to diversify into more layers of the BI "stack" beyond data warehousing to keep its competitive position.
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