{"id":674,"date":"2006-07-28T16:16:42","date_gmt":"2006-07-28T23:16:42","guid":{"rendered":"http:\/\/www.redmonk.com\/jgovernor\/wp\/?p=674"},"modified":"2006-07-28T16:16:42","modified_gmt":"2006-07-28T23:16:42","slug":"on-the-hp-mercury-acquisition","status":"publish","type":"post","link":"https:\/\/redmonk.com\/jgovernor\/on-the-hp-mercury-acquisition\/","title":{"rendered":"On the HP-Mercury Acquisition"},"content":{"rendered":"

deal architect : HP buys Mercury<\/a><\/p>\n

I will take a backseat for a while and see how this works out before putting an indepth analysis forward, especially given I missed the con call. <\/p>\n

Suffice to say :<\/p>\n

1 Its interesting to see HP back in the middleware runtime and UDDI software spaces. <\/p>\n

2. Loadrunner is a great piece of software and many shops love it with a passion. Its one of the most powerful franchises in enterprise software. That makes two bang up control points for HP Software- including OpenView Network Node Manager. <\/p>\n

3. The IT Governance space is really hotting up. I expect SAP to make an entry here in early 2007.<\/p>\n

4. I am not sure who is managing the integration of all the bits and pieces but it promises to be a huge challenge. Mercury had made a lot of acquisitions recently. <\/p>\n

5. HP doesn’t have a great history in software acquisitions but we should not assume it can’t make this one stick. Its record in the noughties is already far better than the 90s. <\/p>\n

6. HP has an important element on its side now – software scale. No need to massage figures, include OS revenues or anything, to look big. <\/p>\n

7. Its a Big 5 now: BMC, CA, HP, IBM, Symantec. I am not including Microsoft because its strategy is not heterogeneous. BMC really needs to make a play which gives it more developer touch. <\/p>\n

8. You have to admire HP’s balls. This is the second acquisition in two years it has made of a company that can’t get its accounts straight, after the Peregrine acquisition in 2005. I don’t mean that negatively – business is about managing risk and if HP can bring its own governance standards to bear on these software companies and get a better price because of that – then so much the better. <\/p>\n

9: One recommendation with respect to point one: If there is any doubt whatsoever internally about the status of Systinet going forward, because its a middleware company rather than an operational management player, I suggest HP spin it out as soon as possible, perhaps sell it to BEA, to avoid another Bluestone situation. <\/p>\n

—————————————————————————-
\ndisclaimer: HP is not a client. Mercury’s Systinet is a company I have had some public disputes with.<\/p>\n","protected":false},"excerpt":{"rendered":"

deal architect : HP buys Mercury I will take a backseat for a while and see how this works out before putting an indepth analysis forward, especially given I missed the con call. Suffice to say : 1 Its interesting to see HP back in the middleware runtime and UDDI software spaces. 2. Loadrunner is<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[1],"tags":[],"class_list":["post-674","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9wfjh-aS","_links":{"self":[{"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/posts\/674","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/comments?post=674"}],"version-history":[{"count":0,"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/posts\/674\/revisions"}],"wp:attachment":[{"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/media?parent=674"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/categories?post=674"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/redmonk.com\/jgovernor\/wp-json\/wp\/v2\/tags?post=674"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}