Digital ID World Weblog Digital ID World Editors Corner: Oracle and Pressure

November 17, 2005

Oracle and Pressure

Mulling over the Oracle acquisition and thinking aloud...

Who really is pressured by these acquisitions?

1. Computer Associates: Probably not. They've got their own acquisitions, and are down the road to product integration.

2. Microsoft: Arguable, I suppose, but I think Microsoft is playing this game in a decidedly different way from Oracle.

3. IBM: Probably not -- again. IBM offers a pretty deep set of IdM offerings.

4. Sun: I doubt that. Like IBM, Sun's offerings are pretty deep.

5. Smaller best of breed solutions: I take these out because I think these vendors are operating on a different architectural sale --by that I mean that Oracle's proposition is to provide an entire "suite."

Who does that leave? RSA and Novell.

Novell: Probably does feel the pressure of these acquisitions.

RSA: RSA is the interesting one -- if only because RSA had a pretty deep partnership with Thor. Assuming that something changes in that partnership, RSA is suddenly missing a provisioning side to things. On the other hand, they offer two-factor authentication in ways that Oracle can't touch.

Bottom line: Even if these companies compete on "suites", it still comes down to the customer's requirements, prioritization and architectural leanings.

Posted by ejnorlin at November 17, 2005 08:54 AM
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