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IBM Buys More

Posted on Friday, Aug 25th

Wow, IBM is on the role. Today, they bought ISS for $1.3 billion. ISS is a leading security software company. IBM’s other deals this month include MRO for $740 million; FileNet for $1.6 billion; and Webify for an undisclosed amount. I just did a piece on IBM’s acquisition spree, but since then, they have added

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IBM’s Enterprise Software Acquisition Spree

Posted on Thursday, Aug 3rd

Oracle gets all the media attention, but IBM has been quietly buying up enterprise software companies. They have bought the following software companies in the last 2 years: Isogon, software asset management solutions. Micromuse, Ascential & Cyanea, performance management solutions of web-based business apps. DWL, Customer Data Integration (CDI) Middleware. Collation, IT service management software.

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Hurd’s First Major Acquisition

Posted on Tuesday, Jul 25th

WSJ reports: HP to buy Mercury. Consolidation continues in the technology business. Good analysis here.

Concept Arbitrage: Summary Trends

Posted on Wednesday, Jun 28th

India’s Venture Business : A summary

Concept Arbitrage: Travelocity

Posted on Friday, Jun 23rd

Indian Online Travel Market – analysis.

Concept Arbitrage: Preface

Posted on Friday, Jun 23rd

This is an introduction to a series on entrpreneurship in India, investments, investment prospects, and emerging trends and opportunities.

GoogleSun

Posted on Friday, May 5th

Should Google get SUN?

If I Were Jonathan Schwartz

Posted on Thursday, Apr 27th

SUN’s two key questions.