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.