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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?


To: richardred who wrote (3955)6/2/2015 9:12:08 AM
From: richardred  Read Replies (1) | Respond to of 6275
 
When will IBM make it's move?

Snip- IBM is feeling pressure to abandon its current share repurchase strategy and use its cash for cloud-related acquisitions. Among the places to look, observers argue, are data analytics and Internet security firms. Another possible target for IBM could be a cloud-storage specialist like Box Inc., analysts said.

IBM’s 2013 takeover of SoftLayer Technologies Inc. was a hit with industry watchers who are now waiting for slumping IBM to make its next acquisition move.

Cloud, Storage Deals Likely in ’15
January 27, 2015 by George Leopold
Screen Shot 2015-01-27 at 12.43.51 PM

Look for technology merger and acquisition activity that surged last year to continue in 2015 as potential suitors in sectors like software, cloud computing and storage seek to acquire new services and consolidation quickens in crowded markets.

According to a forecast released by market watcher 451 Research, deal-making momentum that hit record levels in 2014 is expected to grow this year.

In areas such as cloud infrastructure, the 451 report noted that service providers are attempting to stave of commoditization by layering new services on top of their compute offerings. “Although partnerships can expand the portfolio, the benefits of exclusive ownership and the ability to customize [intellectual property] should lead to acquisitions in high-value segments such as information security, software development and performance monitoring,” the M&A report concluded.

In the cloud sector, companies like IBM have forged cloud partnerships with the likes of Apple. The two are partnering on a cloud platform called Bluemix designed to help developers build and run Web and mobile applications. Still, IBM is feeling pressure to abandon its current share repurchase strategy and use its cash for cloud-related acquisitions. Among the places to look, observers argue, are data analytics and Internet security firms. Another possible target for IBM could be a cloud-storage specialist like Box Inc., analysts said.

IBM’s 2013 takeover of SoftLayer Technologies Inc. was a hit with industry watchers who are now waiting for slumping IBM to make its next acquisition move.

The storage sector also appears to be ripe for deals in 2015, according to 451 Research, as vendors jockey for position as flash and other solid-state technologies dominate storage for mission-critical workloads. “That has sparked a wave of acquisitions by not only storage systems vendors, but also former component manufacturers,” 451 said. “The remaining startups are rapidly hitting make-or-break points, with a few likely to be sold for scrap while at least one or two others fetch multibillion-dollar valuations in an IPO.”

Some storage acquisitions have progressed to spin outs. For example, SanDisk Corp. announced earlier this month the spin out of its ioControl hybrid storage unit that reemerged as NexGen Storage. Under the arrangement, SanDisk will supply NextGen with PCIe flash and disk drives as the new storage company focuses on hybrid flash arrays.

Elsewhere in the storage sector, persistent rumors last fall that market leader EMC Corp. was in play have so far failed to result in a deal. Among the most oft-mentioned suitors are Hewlett-Packard, which made several cloud acquisition last year, and Dell. Last fall, HP acquired Eucalyptus Systems, the developer of open source software used to build private and hybrid clouds.

The market researcher also projected that the data management sector is ripe for deals in 2015 as more workloads move to the cloud. “Look for integration [platform-as-a-service vendors] to evolve beyond [software-as-a-service] to on-premises integration, likely taking share from legacy vendors,” 451 Research forecast.

Other macroeconomic indicators pointing to another big year for tech merger and acquisitions include “bullish sentiment from corporate acquirers and bankers” and a “re-energized private equity market,” 451 Research concluded.



P.S. TIBCO to Be Acquired By Vista Equity Partners for $24.00 Per Share in Cash
Transaction Values TIBCO at Approximately $4.3 Billion
tibco.com

Teradata Corp. (NYSE: TDC), the big data analytics and marketing applications company, today announced that it completed the acquisition of RainStor, a privately held company specializing in online big data archiving on Hadoop. This acquisition strengthens Teradata’s enterprise-grade Hadoop solutions and will enable organizations to add archival data store capabilities for their entire enterprise, including data stored in OLTP, data warehouses, and applications.

“The addition of RainStor underscores Teradata’s commitment to support customers as they transform their organizations into data-driven enterprises,” said Scott Gnau, president, Teradata Labs. “The new archival capability will help customers cost-effectively and efficiently address their data archiving requirements using Hadoop.”

It is Teradata’s fourth big data-related acquisition this year; the other acquired companies include Revelytix, Hadapt, and Think Big Analytics. The four acquisitions demonstrate Teradata’s focus on helping customers derive meaningful value from all of their data.
teradata.com

Hopkinton, Mass., October 28, 2014 -

Today EMC Corporation (NYSE:EMC) announced the acquisition of three cloud technology companies: The Cloudscaling Group, Inc., Maginatics, Inc. and Spanning Cloud Apps, Inc. Each company brings to EMC deep expertise and powerful capabilities that enable EMC to extend the reach of its hybrid cloud vision across cloud infrastructure, storage and data protection. The acquisitions, together with today’s announcement of the EMC Enterprise Hybrid Cloud Solution, underscore EMC’s commitment to customers to deliver choice and agility in hybrid cloud deployments.
emc.com

Hortonworks to Acquire SequenceIQ to Speed Hadoop Deployments into the Cloud SANTA CLARA, Calif. and BRUSSELS, April 13, 2015

financial.tmcnet.com

The cloud-storage war continues with Dropbox’s acquisition of Readmill
venturebeat.com