Attunity Ltd. (ATTU)

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  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on ATTU
    Is this a buy or a sell? Reply
  • Users Lose Middleware Choice in Oracle Acquisition of BEA [view article]
    My apologies to Joe Forgione and Herb Osher. How could I forget Hyperdesk! Reply
  • Users Lose Middleware Choice in Oracle Acquisition of BEA [view article]
    Did BEA "pretty much launch" the independent middleware market?

    In addition to the comment above questioning my middleware history analysis, I've received a few emails and a phone call on the subject. So here goes:

    The key word in my analysis is "market." Prior to BEA, most of the independent software vendors that made middleware positioned themselves as tools suppliers. I believe BEA led the way in turning the value proposition on its head, saying "here's the tools, pay us for the number of instances of the resulting run-time code you deploy." That's what makes a market: the value proposition behind the buying and selling in the bazaar, not just making the product.

    As I said in the post, Iona predated BEA as did Netwise, Transarc and a few others. But they didn't really push the deployment value proposition. And since IBM funded Camelot at CMU and quickly bought Transarc after it was founded, I would argue Transarc was not "independent.&quo...

    Independent is another key word in the analysis. Most of the early middleware was part of the leading systems suppliers' stacks (to which it has returned, which is the real point I was trying to make in the post).

    So whether you agree with my analysis or not, raise a glass of your favorite libation this weekend to Actional, Allaire, Antares, Ascential, Bluestone, Crossworlds (and the woman in the red dress), Haht, Mercator, Oberon, Persistence, SeeBeyond, Silverstream, Staffware, WebMethods, etc and all the other middleware memories.

    [By the way, lest you think I just fell of the turnip truck, I fell of the turnip truck a long time ago.

    I started researching "middleware" when Chris Stone was forming the Object Management Group in the late 1980s while still physically located in the Data General facilities on Computer Drive in Westboro.

    I was the primary "middleware" analyst for the Datapro division of McGraw Hill from 1991 to 1997 and wrote monthly articles for Application Development Trends during the same time period. I put the term "middleware" in quotes because I don't actually remember using the term "middleware" regularly until 1995 doing some consulting for Noblenet (later part of RogueWave, later aquired by Quovadx).

    After a hiatus doing ERP research, I was the IDC "middleware" analyst from 2003 to 2006. Again I put the term in quotes because by then it was called application deployment software :) ]

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  • commenter
    Jan 17 05:29 PM
    Users Lose Middleware Choice in Oracle Acquisition of BEA [view article]
    These are fantastic observations! Acquiring companies tout acquisitions as the best thing to have happened to the industry and talk about the target company filling missing product/technology links, newer market access, increased market share, complementary offerings, cross selling to customers, a bigger brand motivating employees etc. But why do most mergers & acquisitions fail? I think the most important factor is the demotivation of existing employees in the acquired company. People in the acquired company just lose the plot! For years, they have been competing against Firm A and after the acquisition when they become a part of Firm A, the fire is lost and they miss the David vs. Goliath fight. We also find leaders thrust upon the companies with rules that worked in their companies and make unreasonable organization changes. After the acquisition in most cases, the VPs become manager, the CEO becomes the director and the manager becomes the team leader. These are really demotivating for the people in the organization. Also, the communication they have used for years drastically changes. Till yesterday, they would have thought how a small company means customers are served better in niche products and how a bigger company may not fit a customer's needs. Today, the same employee should talk about how the bigger company has become better with this smaller solution and blah, blah! Most of the time, M&As fail because, organizations want to build empires and are driven by egos! Where does adding to shareholder value figure here? The CEO who acquired trumpets and his PR bandwagon blows his triumphs! The shareholder value is dumped and buried in the longer run! Come on, as long as hedge funds and traders are making quick bucks, does it matter?



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  • commenter
    Jan 17 04:37 PM
    My Website
    Users Lose Middleware Choice in Oracle Acquisition of BEA [view article]
    "BEA pretty much launched the independent middleware market "

    ahhh, No. There were many more independent middleware market companies prior to 1995. BEA did not launch the market.
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