Larry Dignan over at ZDNet has an interesting, though speculative (though perhaps interesting because it's speculative? :-) post on Oracle's acquisition strategy. Since Oracle is not planning to slow its frenetic pace of acquisitions any time soon, Peter Goldmacher of Cowen & Co. asks, "Who would Larry buy?"
The list is interesting. I have a few alternative suggestions to Goldmacher's, to help Oracle get more involved in open source:
- Medsphere instead of Alphanumeric. Hospital-focused ERP. Not the same market as Alphanumeric's (Hospitality), but a good fit for Oracle.
- Sakai instead of Blackboard. Sakai, of course, is a project, not a company, but there are solid companies involved in it (rSmart, Unicon), and it has the heart and soul of the Higher Education market.
- SugarCRM. No, it doesn't replace anything on Goldmacher's list, but I think Oracle needs to experiment with open source at the applications layer, both to see where it's weak and to discover new business models that can drive its applications business forward even in the face of SaaS and open source pressure.
- Zimbra. No one does better than Zimbra on mashing up Web 2.0 with open source. Here's a way for Oracle to poke Microsoft in the eye (or UI, as it were :-) and drive forward its engineering aspirations, too.
Who would you put on Oracle's list?