Now that the Oracle offer for BEA has lapsed, Larry Dignan lays out various scenarios for the company including one where BEA stays independent.
He says : This option is arguably the worst. As an independent company BEA is now wounded."
To which I posted a response on his blog:
"As a proxy for buyers, not investors let me ask - what is wrong with an option 4 - an independent BEA? We have created this hysteria that independent sw companies are doomed. Where is most of the innovation and productivity coming from in the industry - not the big guys, but the Google's, the salesforce's. We should be pushing the guys in the middle like BEA to benchmark themselves more against the innovators, not push them to get consolidated in to the expensive laggards."
Update: Several financial analysts beat up on BEA. You would think these days the only way to increase shareholder value is to sell out. Next time I hear one of the analysts hype up the SOA and middleware market I will ask them - then how come you did not have much faith BEA could keep growing and generating value that way?
