1. SAP and Ariba: Initial Customer and Competitive Takeaways

    Spend Matters (May 23 2012)

    1. There are a number of takeaways that we believe customers and competitors should factor into account at this early stage following the acquisition announcement:

      • It's not over until it's over. A probability exists of another bid/offer to come in for Ariba. This is just the type of shenanigans that Oracle likes to pride itself on (although valuations approaching 10X on an EV basis are something the Oracle corporate development team would have a cow swallowing -- especially considering that Larry Ellison once referred to Ariba as a "feature of a feature," or something to that effect)
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