One could speculate that salesforce.com might disappoint the stock market and analysts twice in a row when they release their next quarterly numbers. Assuming a negative return, the stock price could drop dramatically and force the board to seek a suitor in an expedited fashion.
A strong argument could be made that Oracle is the company that would gain the most by acquiring salesforce.com. If successful, Oracle could be perceived as owning that application category.
Prediction: Oracle publicly announces the intention to acquire salesforce.com before the end of 2008
Current Community Consensus 27%| Betting Closes: | Dec 31 2008 | Current Consensus: | 26.89% | Total Bets: | 18 |
| Today's Change: | 0% | ||||
| Life Time High: | 48.75% | ||||
| Life Time Low: | 26.89% |
Comments
Oracle has their own issues to deal with right now to focus on acquisition growth.
They were in a similar situation when they acquired Siebel, but they decided to seize a unique strategic opportunity. History does repeat itself...
@Eric, there is a difference. Siebel was not in as good a shape as Salesforce.com. You are probably right from a strategic perspective. But I recalled Salesforce.com had indicated their intention to stay independent (when the talks of Google surfaced).
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