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Come on SAP, make it interesting. Make an offer for BEA.

You forced Oracle’s hand with Business Objects, showing you want to play a new game. Now its time to play your second card of this hand. There is no way BEA is falling at 17 bucks a share. Have a good weekend everyone. Some of you will be eating pizzas and crunching numbers.

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This entry was written by jgovernor and posted on October 12, 2007 at 5:07 pm and filed under . Bookmark the permalink. Follow any comments here with the RSS feed for this post. Post a comment or leave a trackback: Trackback URL.

3 Comments

  1. Ludovic
    Posted October 12, 2007 at 10:47 pm | Permalink

    Been drinking much Kool Aid recently James?

  2. Christopher Mahan
    Posted October 12, 2007 at 11:10 pm | Permalink

    BEA is overpriced. I agree with Ludovic. I wonder where that came from on your part. Maybe you relish a bloodbath.

    I’m not even sure Oracle would be getting their money’s worth.

  3. jgovernor
    Posted October 13, 2007 at 5:34 pm | Permalink

    whats your point ludo-coolaid? from who? at this point neither bea or oracle is a client. and sap- i dont see this as a coolaid post. onthe share price-oracle’s offer was not a premium offer.

    christopher - the market will decide a price. icahn is certainly happy.

One Trackback/Pingback

  1. By ippimail.com » Blog Archive » BEA and Oracle - doing the math on 16 Oct 2007 at 11:24 am

    [...] other potential buyers will enter the game - as industry analyst James Governor encourages with his mischievous egging on of [...]

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