Friday, October 2, 2009

Is there more coming?

Yes, I believe so. Just fairly recently Dell bought Perot Data Systems... but, why is that significant? Well, I think the proof point for a successful Tech company is IBM. Everyone wants to be IBM. Thats why HP bought EDS..and Dell bought Perot. They wanted professional services revenue. IBM also works because of size and because of depth and breadth.

I think the next expansion is going to be UC. I thought about this a week ago while reading an article in the WSJ that showed the top tech companies: IBM, HP, Oracle, Cisco, and Dell. It had categories like: pcs, servers, networking, and services. Whats missing from there is UC. IBM has a little, HP has a little, Oracle none, Cisco lots, and Dell none. But that could easily change. HP could pickup Polycom. Dell could pickup LifeSize.

I really think its going to be a mad dash to pickup the other two good companies. Yes, I know there is Aethra, Vidyo, and Sony. But... Aethra would most likely be picked up by a smaller player. Vidyo has a good chance of being picked up. They actually would be a good fit for Oracle... being a software company.

Lets see what happens!

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