Here is an interesting article from The New York Times about the battle for PeopleSoft. Oracle has big problems. Would buying a competitor just to get its customer list be good for competition or customers?
But then look at what has happened in the industrial automation field. Consider what has happened to Modicon after the takeover by Schneider. Or Moore after Siemens bought it. Both names are verging in extinction. ABB purchased a number of automation suppliers and is in the process of migrating all the diverse platforms to a new one.
What value to the customer is all this consolidation? Or, in the case of ERP softwae, has that application become too big and complex like a diosaur? The NYT writer points out a couple of smaller competitors moving into the financial and HR application space. Maybe time is ripe for a dislocation in enterprise software. Any lessons for automation?
The New Silicon Valley: A Dog-Eat-Dog World. Oracle's attempted takeover of PeopleSoft can be seen as a harbinger of many more in a mature industry. By By RANDALL STROSS. [The New York Times > Technology]
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