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Rumor: Tibco getting acquired?

Will Tibco be the next business software company to be scooped up?

Dave Rosenberg Co-founder, MuleSource
Dave Rosenberg has more than 15 years of technology and marketing experience that spans from Bell Labs to startup IPOs to open-source and cloud software companies. He is CEO and founder of Nodeable, co-founder of MuleSoft, and managing director for Hardy Way. He is an adviser to DataStax, IT Database, and Puppet Labs.
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Dave Rosenberg

Tibco Software's stock has been up Monday. My sources are tying it to an unsubstantiated rumor that the company is close to being taken out.

On one hand, this consolidation thing has gotten out of control. On the other hand, it remains a great time to be an open-source company, and these types of amalgamations prove how important it is to control your software environment.

A few possible acquirers of the Palo Alto, Calif.-based maker of business software:

• Oracle--unlikely in light of the BEA finalization but anything is possible
• SAP--if anyone needs some good integration software, it's SAP
• IBM--possible, just to take Tibco out and limit Oracle
• Hewlett-Packard--unlikely in light of the EDS news

Word is that things could go hostile, which probably takes IBM out of the equation. Stay tuned.

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