Monday, October 22, 2007


Oracle-Bea, Portals,Portals everywhere !!

Is the portal market going to see another acquisition by Oracle? Though Bea has denied the deal of $6.66 bn as “too low”, but as we know Oracle has a history of acquiring BIG companies and maintaining multiple products of same line. BEA and Oracle own two Portal products each (Aqualogic and Weblogic) and (Oracle Portal and webcenter), respectively.

If in case, the acquisition happens then in my view it will be relatively hard for Oracle to maintain and sell these portal products as Oracle is concentrating and investing huge in its webcenter suite and has a roadmap of releasing the next version i.e. Webcenter 11g very soon.With so many like products and no clear
feature demarcations of which product will cater to which type of customer its going to be a big challange for the sales team.

Looking from another perspective, Oracle surely will have business benefits with this acquisition as -
1) Oracle will eliminate a very big competitor.
2) Oracle portal is quite old and is in the edge of retirement and Oracle Webcenter is new in the portal market and is more developer centric. Oracle will revive with having aqualogic and weblogic in its main portal product stream
3) With Aqualogic and Weblogic from BEA, Oracle surely will have more and better products to sell.
4) As BEA Weblogic application server leads the middleware market and Oracle standalone application server lags far behind. Selling Bea appserver is going to add huge $$$ in Oracle’s account.
5) Oracle will also get boost to its SOA strategies, as both the companies have invested heavily on the SOA paradigm.

Apart from the above stated products, Oracle will rethink in supporting the other Bea products and suites as they may lag behind when compared to Oracle’s home grown products for example, BPEL solution and Presence Solution

Lets wait another leap that Oracle going to make and keep eye in the next quarter results.