1. Opera and BIQ: Initial Customer, Channel and Competitive Implications

    Spend Matters (Apr 19 2012)

    1. Some transactions in the technology and solutions marketplace end up resonating far beyond the size of the deal. Even though we have no doubt (given the growth of BIQ) that the transaction was a solid -- likely more than solid -- exit all around for the owners, their relative revenue size in the broader analytics market is quite small, even though their influence, adoption and use (through channels and resellers) has far exceeded their size. Still, it's Spend Matters view that the Opera acquisition will have market ramifications that typically result from only larger transactions.

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