Oracle and PeopleSoft Sign Merger Agreement
12月13日，Oracle正式宣布完成对PeopleSoft旷日持久的收购战，最终以每股26.50美元的价格收购PeopleSoft的股权，交易的总价值高达103亿美元。如果我没有记错的话，这是最近几年最大的一场并购。103亿美元。三倍于IBM并购PwC Consulting, 六倍于联想并购IBM PC业务。应该只有当年HP并购Compaq的200亿美元可以与之比拟。
完成这场收购之后，Larry Ellison欣喜若狂，他在新闻稿中说，”Today we announced both a great quarter and the agreement to acquire PeopleSoft. This merger gives Oracle even more scale and momentum. The real highlight of our most recent quarter was the 57 percent growth in our applications business, and this merger is going to make that applications business bigger and stronger.”而且，Oracle马上保证对所有原PeopleSoft和原JDE的客户提供持续支持并且继续支持推出新版的PeopleSoft 9。
但是作为被收购方，PeopleSoft的新闻稿显得很感伤。PeopleSoft的董事会在声明中说，”After careful consideration, we believe this revised offer provides good value for PeopleSoft stockholders and represents a substantial increase in value from October.”接着，声明对公司和员工给予了很高、但是一样充满告别意味的评价，”PeopleSoft is a strong and vibrant company. Our fourth quarter numbers have been running ahead of plan. Our ability to deliver this shareholder value would not have been possible without the relentless efforts of our employees. This has been a long, emotional struggle, and our employees have consistently performed well under the most challenging of circumstances.”最后，声明对员工和客户表示感谢。”The Board salutes our employees for their outstanding dedication to PeopleSoft and is grateful to our customers who have continued to buy our products and stand by us during these uncertain times.” PeopleSoft就此落幕。
从市场面来讲，这次并购简化了市场。管理软件行业，或者，通用成为”Application”行业，最终只会留下两到三家寡头，目前来看，SAP是，Oracle也是，现在PeopleSoft没有了，估计第三名应该是Microsoft。只是，这种市场的收购、分化和整合，目前看来并没有很大地波及到中国，这个奇怪的市场。虽然现在用友和金蝶暂居国内一二名。
September 18th, 2007 at 4:29 pm
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