Analyst: Oracle-IBM Partnership Could Challenge SAP

Posted on July 18, 2006
Filed Under Companies, Enterprise Software, Uncategorized |

Forbes is reporting that IBM and Oracle are going to enter into a strategic partnership. SAP drove $8b in IBM revenue last year, making SAP their number one partner… I really don’t think IBM would be in any hurry to screw that up.

- This announcement was taken directly to Ginny Rometti (IBM Global Services Leader) and a response was requested. Our contacts at IBM inform us that Ginny Rometti states the claim is unsubstantiated and there is no Oracle IBM announcement pending.
- Our IBM SAP Alliance leaders have contacted the IBM Oracle Alliance leaders and they are also unaware of any pending announcement or strengthened alliance between Oracle and IBM. They have contacted their Oracle alliance leads and they concur as well.
- Since IBM is associated with the announcement and they find it to be unsubstantiated, they are discussing a request for retraction and correction by forbes.com and Oracle.
- There is speculation that this was propagated by Oracle to parallel SAP Summer Sales Meeting (next this week) and to create a distraction.

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