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1. Comment - App Server Vendor BEA Systems In Play, Rejects Oracle Offer

   (Oct 14, 2007 - 8:59 PM)

   This is the best article I have read on the Oracle offer. My take on the whole issue is slightly different.
   
   With SAP (SAP) buying Business Objects (BOBJ) for $59.35 cash per share, it was just a matter of time before archenemy Oracle (ORCL) would make a move to close the gap. Oracle responded by bidding for BEA Systems Inc. (BEAS) only to be rejected by the board as being too low, several hours later. This implies that the attempt was a knee-jerk reaction that was not coordinated with BEAS.
   
   You can see my full article: http://www.crossprofit.com/article.asp?id=126
   
   I trust you don't mind other opinions and analysis.
   
   Saul Sterman