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September 27, 2004 | Comments: (0)
Sympathy for Craig
You could certainly feel sorry for PeopleSoft CEO Craig Conway when he asked at his company's user show last week: Have you ever had a bad dream that wouldn't seem to end?
Oracle's nasty takeover strategy colors everything PeopleSoft does these days. And that's not likely to change soon, with European Union officials leading people to believe they will approve of the Oracle takeover.
Uncertainty over PeopleSoft's future will muddy the waters as the company seeks to sets its course, says Donovan Gow, vice president of equity research at American Technology Research. He added that the takeover attempt is likely to last until the middle of next year before it gets resolved.
But give Conway some credit for the partnership he announced with IBM to deliver PeopleSoft applications over IBM's WebSphere middleware and development tools.
Gartner says the deal provides real value to customers, with IBM especially gaining flexibility to offer a wider variety of applications over its middleware.
Jeff Comport, vice president and distinguished analyst at Gartner commented that: IBM has carefully stayed out of the application business, and infrastructure sales are tied to implementation of major packaged applications such as SAP, PeopleSoft, and Siebel.
He added that IBM has been able to provide arms to all sides.
In other words, Big Blue makes out no matter what happens to PeopleSoft.
- Jack McCarthy
Posted by Tom Sullivan on September 27, 2004 06:49 AM
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