What are your thoughts on the announcements from PeopleSoft, J.D. Edwards and Oracle this
My quick reaction is that these moves mean PeopleSoft admits it can't really penetrate the mid-market, so buying a company who can is the next best thing. And Oracle's takeover bid means it has low confidence in succeeding in the apps business (similar to IBM), so buying a company that has "apps DNA" is the next best thing.
And perhaps they both realize that, aside from Siebel, the real competitor is SAP which is building real momentum in CRM and has a huge customer base already. A more interesting question is, what will Siebel do? The CRM software leader could end up the leader of an industry that just got bought by the ERP industry.
(Visit our news page for coverage of these acquisitions http://www.searchcrm.com/news)
This was first published in June 2003