Tuesday, December 05, 2006
Managing Automation has the details. Give SAP's Sudipta Bhattacharya credit for telling the story well: "We started out two years ago and said shop floor to top floor is key. Phase one involved support for the ISA-95 standard. Next, we needed Lighthammer to get visibility capabilities and analytics. Now, with Factory Logic, we will give people on the plant floor the ability to have a schedule."
Now, if SAP turns around and buys Infor, as Jim Shepherd at AMR has suggested, I reserve the right to take these nice comments back.
Tuesday, September 19, 2006
Lots of delicious quotes and anecdotes in this story, but here's my favorite:
Another partner who has received the letter said he and others are trying to get a look at the vendor's new reseller contract to better evaluate the situation.
So we want you to promise total exclusivity and loyal devotion to us, and in return, we'll get you a copy of your contract real soon now!
Monday, August 21, 2006
He concludes that the most logical exit for Golden Gate investors, for example, might well be a sale to SAP. But I'd prefer their Redwood Shores competitor - because of course, you could then call the company Inforacle. Take a look at their logo - they've already got the big red O.
Wednesday, August 02, 2006
But the real headline seems to be that Infor now has combined revenues of $2.1 billion, which as the press release helpfully notes, is "more than Infor's two largest competitors combined in its target markets." Someone in the Microsoft legal department might want to alert Neelie Kroes (heir to the Brussels throne vacated by Mario Monti), if only to throw her off their scent for a while.
One other fun note on the Infor press release - the largest paragraph by far is devoted to a description of the various credit facilities used in the deals, and the smorgasbord of bankers and lawyers who continue to feed at the Infor trough.
Friday, July 14, 2006
Also disappointingly, this breaks M2M's streak of acquiring vendors with the letter X in the name.
So we're down to one MS-PEGGY. Sigh. I had such hopes for the acronym. I guess this just begs the question - who will be M2M's Kermit? Is Infor still hungry?
This all stopped making sense for customers a long time ago. Now it's clearly down to the economics of milking revenue streams and eliminating overhead - which is a decidedly short-term proposition, with an eye toward a financial exit. So I repeat, it begs the question: As customers get more and more worried, and defect to (ahem) more compelling options from the world of open source, who's going to buy these things after the attrition?
Update: Here's Managing Automation on the deal, which suggests the purchase price was somewhere in the $40 millions, nearly 4x revenue.
Wednesday, June 07, 2006
But get this from the Onyx CEO. I've got to hope she was misquoted somehow:
With stronger monetary support from Battery Ventures and Thoma Cressey, the deal would make Onyx a larger player in the business, Anderson said. Customers need to have competition in the realm of enterprise product lines.
"I think that this kind of consolidation ... is very good for clients because clients need choices," she said.
Umm... don't rollups like the MS-PEGGIES give clients fewer choices?
Wednesday, May 31, 2006
Thursday, May 18, 2006
Monday, May 15, 2006
Tuesday, April 25, 2006
Tuesday, April 18, 2006
Wednesday, April 05, 2006
So two pieces of news for the MS-PEGGIES. Intuitive yesterday announced they were acquiring Relevant Business Systems. Write your own punch line here. (Sorry - that was a cheap one. Relevant's INFIMACS is a well-known solution in the A&D market). This follows last month's pickup of SupplyWorks, which your host had somehow overlooked.
Made2Manage, not to be outdone, last week announced its purchase of ETO specialist Encompix. In case you missed the point, the company press release refers to its own "acquisition spree" in the headline, and helpfully notes, "The acquisition marks Made2Manage Systems’ fifth purchase in the last 20 months." Sheesh.
Thursday, February 09, 2006
Friday, January 20, 2006
OK, so $212MM doesn't buy you QAD or IFS. But who will it get you?