Thursday, June 29, 2006

Identity deals that would make sense

So I got to thinking about some deals that I would find interesting:

Sun:

Break the company up into 3 units - hardware, software, and services each with their own P&L, operating separately under the Sun brand. Then they buy PWC, scoop up some other software companies in security/identity, and break hardware out.

IBM/SAP:

IBM buys SAP, ports stuff to DB2, SAP picks up an identity play so now you have a super platform company with a strong authoratative source offering with Identity and other apps on top, running on IBM hardware.

SAP/Novell:

SAP gets some solid extensions of directory and IdM and if you threw RSA into that mix, you would have a killer secure offering, arguably one of the best.

Oracle:

Integrates what it has and maybe picks up HP so they have a hardware platform to play with.

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