Oracle's Pretty Late Move

The long-expected PLM acquisition from Oracle came down today, as Agile Corp. fell into the arms of the Redwood Shores serial acquirer. Some good notes from MA's coverage:

• "over the past two years, Agile has had difficulty achieving consistent profitability"
• "Soon after taking over as CEO in January 2006, however, [CEO Jay] Fulcher also began searching for potential buyers for Agile"
• AMR's Jim Shepherd: "It's not really a surprise that Oracle ended up with Agile. The surprise is that it took this long."

Fulcher trots out the familiar canard of CEO's who decide a sale/payday is the best strategic option for a software company that misses its numbers: "Scale is such an imperative in the enterprise software space," he said. "We were at a run rate of $134 million, which is a very difficult size to be and still maintain all the things that are important about being a public company."

Infor loyalty oath, cont'd

CRN reports that serial grave-digger Infor is really putting the screws to its partners, to the tune of one point of margin for every day they don't turn in their exclusivity agreement. Yikes!

(For a more partner-friendly option, click here!)

MS: No more, thanks, we're full

Here's a little counter-programming. The new head of Microsoft's BS division (um, that's short for Business Solutions), says they don't want to buy any more ERP systems, they've got enough.

Oh, and despite what you might have read below, Project Green is alive and well in Denmark:

A 900-person team there is developing the four products in the Dynamics family: AX, NAV, GP and SL.

That team -- an increasing number of which include non-Danes, thanks to flexible immigration laws in Denmark -- is taking each of those variations and merging them onto one code base, a long-term project that Andersen said could run through 2012 or even 2015.

Andersen downplayed the end date, saying that customers are "all going to get to the same place at the same point."

Huh?

SOA: The little TLA that could

(Or, "It's not easy being green")

The skeptics among you might think that Service Oriented Architecture is just another Three Letter Acronym ... but think again. In the same 24 hour news cycle, this powerful concept has provided a new face for the Frankenstein monster of graveyard acquisitions that is Infor (see "Infor Announces SOA Roadmap" at Managing Automation) and a fig leaf to cover up the rather embarassing nakedness of the Microsoft Business Solutions code sprint to rationalize their own four ERP product lines (see "Project Green is Dead" at eWeek).

Translation for the buzzword-impaired: rather than rewrite all these products from scratch with modern technologies and a unified vision, both companies will just make a halfhearted attempt to draw connections between the various pieces.

Sigh. I liked it better when it was called EAI.

Update 4/16: Renee Boucher Ferguson at eWeek thinks the little TTC (TLA That Could) has brought down Oracle's Fusion Apps too. Dang! Is there anything this thing can't do?

Oracle to beat SAP with $3.3B Hyperion stick

OK, so maybe they're just softening them up before closing in for the kill. Here's the money quote from Chuck Phillips:

"Oracle already has PeopleSoft HR, Siebel CRM, G-Log, Demantra, i-flex, Oracle Retail, and Oracle Fusion Middleware installed at SAP's largest ERP customers. Now Oracle's Hyperion software will be the lens through which SAP's most important customers view and analyze their underlying SAP ERP data."

Wow. Here's CRN coverage, NY Times, and C/Net.