The deals have been happening…
Oracle finally bought Siebel: GOOD.
eBay bought Skype: BAD.
Palmsource got bought by a Japanese firm: GOOD.
A future deal to look out for: Larry Ellison could convince Marc Benioff next, for after all, he is Marc’s Guru. If Oracle could indeed pick up Salesforce.com, that would give Microsoft & SAP a run for their money in CRM / Enterprise Apps.
And while he is at it, Webex wouldn’t be a bad SaaS + SME acquisition to throw into the mix either!