Autonomy and Oracle: HP Fall Out?
September 30, 2011
I expect more Hewlett Packard fall out. There is some tension between Hewlett Packard and Oracle. It appears Autonomy is fair game now because it may soon be part of HP. Close enough for horse shoes. But I don’t have a horse in this race, so I will document the sources and leave it to you, gentle reader, to figure out who’s on first.
The alleged Autonomy PowerPoints (pdf files actually), which may be removed from the Oracle Web site at any time were live as of 3 pm Eastern, September 29, 2011. Both documents contain some interesting information. One document is dated January 2011 and the second “Autonomy Trading and Financial Statistics”. Snag them at Please Buy Autonomy on the Oracle Web site.
The Oracle news releases / statements about the matter are at http://www.oracle.com/us/corporate/press/503333 and http://www.oracle.com/us/corporate/press/503343.
The ZDNet story “Autonomy: Oracle Is Confused over Supposed Sale Offer” is interesting as well and features this alleged quote from Autonomy:
It may well be that investment banks were independently recommending Autonomy as an acquisition target to industry players — that is standard practice for M&A bankers — but this would not have been at our behest,” Autonomy said. “This is the first time we have seen [the slides]. Autonomy was not involved in this nor was Qatalyst engaged by Autonomy until mid-year.
My view: When elephants fight, only the grass get trampled. This goose is happy in Harrod’s Creek and has no observations, insights, or comments to offer. I will watch for former home economics majors, the azure chip consultant crowd, former English majors, and certain failed Web masters to elucidate the matter. (No pun on “lucid” by the way.)
Stephen E Arnold, September 30, 2011
Sponsored by Pandia.com, publishers of the search landscape study with an original title. Imagine that, art history majors.
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One Response to “Autonomy and Oracle: HP Fall Out?”
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The most amusing thing is the details of Autonomy pricing, clearly available in the slides – basic is $850k for IDOL with 4 functions and 4 connectors.