Comments on: Microsoft Acquiring SAP Rumor (again) http://jeffnolan.com/wp/2007/01/23/microsoft-acquiring-sap-rumor-again/ Jeff Nolan's take on investment, innovation, entrepreneurship and the technology industry Fri, 19 Mar 2010 05:50:28 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: Eran Kampf http://jeffnolan.com/wp/2007/01/23/microsoft-acquiring-sap-rumor-again/comment-page-1/#comment-70872 Eran Kampf Wed, 24 Jan 2007 20:12:27 +0000 http://jeffnolan.com/wp/2007/01/23/microsoft-acquiring-sap-rumor-again/#comment-70872 Ahhh, imagine SAP with .NET instead of J2EE and SharePoint instead of our portal... Sounds sweet :) Ahhh, imagine SAP with .NET instead of J2EE and SharePoint instead of our portal… Sounds sweet :)

]]> By: Jeff http://jeffnolan.com/wp/2007/01/23/microsoft-acquiring-sap-rumor-again/comment-page-1/#comment-70575 Jeff Tue, 23 Jan 2007 20:55:56 +0000 http://jeffnolan.com/wp/2007/01/23/microsoft-acquiring-sap-rumor-again/#comment-70575 Zoli, An acquisition by a competitor and acquisition by a private equity firm are two entirely different scenarios. I think some of the big cap tech firms are prime targets for takeover in the latter scenario and in the end it could unlock a lot of shareholder value through breaking some of these companies up into smaller, more focused pieces. There's no koolaid here, the amount of cash washing around in the big funds is staggering and with debt as cheap as it is their ability to raise this kind of cash is not the issue. Also worth pointing out is that the balance sheets for the companies in question are stable and healthy, which removes a big obstacle for doing these deals. Zoli,
An acquisition by a competitor and acquisition by a private equity firm are two entirely different scenarios. I think some of the big cap tech firms are prime targets for takeover in the latter scenario and in the end it could unlock a lot of shareholder value through breaking some of these companies up into smaller, more focused pieces.

There’s no koolaid here, the amount of cash washing around in the big funds is staggering and with debt as cheap as it is their ability to raise this kind of cash is not the issue. Also worth pointing out is that the balance sheets for the companies in question are stable and healthy, which removes a big obstacle for doing these deals.

]]> By: Zoli Erdos http://jeffnolan.com/wp/2007/01/23/microsoft-acquiring-sap-rumor-again/comment-page-1/#comment-70556 Zoli Erdos Tue, 23 Jan 2007 19:54:11 +0000 http://jeffnolan.com/wp/2007/01/23/microsoft-acquiring-sap-rumor-again/#comment-70556 Wait, the story gets better... SAP is small fish... at least for those who think even <a href="http://www.siliconvalleywatcher.com/mt/archives/2007/01/ibm_and_top_sil.php" rel="nofollow">IBM is an acquision target.</a> (takes a fair does of KoolAid to believe) Wait, the story gets better… SAP is small fish… at least for those who think even IBM is an acquision target. (takes a fair does of KoolAid to believe)

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