Since it's incredibly fun to speculate on this situation, I'll offer up: - Bain will look at the profitability of the various pieces/business units - Mainframe, Service Management, etc... - They'll tear out the ugly pieces and get them in the hands of someone who can use them (Elliot's involvement indicates that Compuware might be involved) - They'll take the profitable pieces and put probably keep them with the newly private BMC that needs to invest in ESM.
So, I'm thinking... Patrol and it's ilk will end up with Compuware since it will give them a larger stack of monitoring tools. Mainframe/Batch Management - IBM? That would make sense. The new Z's are coming... sure would help to pick up some nice new batch management technology to go with that shiny new hardware and make it part of the Tivoli product line. Service Management - BMC grew the business significantly (per the financials yesterday)... and they need to transition to PaaS (for the Enterprise, that's Remedy) to grow dramatically. That will require investment and innovation (this is an optimistic scenario for ARlist)... and an AppExchange like community (this group) to develop new offerings that are needed to compete with ServiceNow (such as HR Call Center, Facilities Management, etc...). This will require some heavy ARsystem work as well (go Doug!) to make it MORE ready for the cloud. Remedyforce is the SaaS offering for small mid-size with the inferior PaaS capabilies of Salesforce.com (proprietary Apex coding) and different price point. The pessimistic scenario is that Remedy gets thrown o SAP or Oracle to become another app that is part of those gianormous suites (like Oracle EBS). However, this much is certain. There are going to be changes at some point with new ownership. Now, please continue the speculation... This is a fun topic! For our latest product demonstrations, please visit – http://www.youtube.com/user/northcraftanalytics Lee Cullom | Northcraft Analytics IT Metrics Specialist | Business Intelligence for ITSM Direct - 678-438-7244 | [email protected] Main - (678) 664-ITSM http://www.northcraftanalytics.com THE CONTENTS OF THIS EMAIL, INCLUDING THE CONTENTS OF ANY ATTACHMENTS HERETO, CONSTITUTES “CONFIDENTIAL INFORMATION” AND IS SUBJECT TO A CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT BETWEEN THE RECIPIENT AND NORTHCRAFT ANALYTICS LLC. -----Original Message----- From: Action Request System discussion list(ARSList) [mailto:[email protected]] On Behalf Of Jesse Sent: Wednesday, May 08, 2013 10:29 AM To: [email protected] Subject: Re: huh? financial news for bmc ? Depends on your definition of "successful" Bain makes money for stock holders ... yes successful company??? well.... _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years" _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
