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Re: CEOs post# 5607

Monday, 07/22/2013 11:38:50 AM

Monday, July 22, 2013 11:38:50 AM

Post# of 131050
It'd be nice to see Oracle enter the VP bidding war!!

Oracle's Bets in Telecom Are Underappreciated

In our view, fiscal 2013 marks Oracle's most significant acquisition activity in the communications sector. Although the company counts 11 deals in the media and communications sector over the past seven years, Acme Packet and Tekelec are easily the largest, totaling a combined $3 billion. These two additions strengthen Oracle's position in this sector in two ways: by broadening the firm's industry-specific product portfolio and positioning the company to capture the blending of mobile operators' IT and networking environments.
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