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Replies to #1824 on Grip Ripe
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teahmahn

12/21/07 12:34 PM

#1826 RE: CastorTroy #1824

<<<so if VMW basically turns its customers combined PC network into an applications main frame, running on demand would seem to be a complement, yes?>>>

It would seem to. You know Ellison went after BEAS a couple months ago and still needs the XML integrator for his suite. I don't know if TIBX is a good fit, but it would seem like the next likely takeover. VMW is pretty rich with a 35B market cap, while BEAS has a 6B market cap, and TIBX has a 1.5B market cap.

Value is value though. How deep are ORCL's pockets?