Dan,
What all of my business classes and reading of the Wall Street Journal have
taught me is that you need to have the plans in place before you make an offer
on a company.
So I am sure that they had the plans drawn out of what they will be doing with
Remedy and the other pieces of BMC, before they made the first offer.
And if Oracle was part of it, they reached out to them as well (either directly
or indirectly).
I just want Remedy to be around for another 10 or so years, then I can retire
and not need to learn something new. Its true what they say you can teach an
old dog (or in this case Gator) new tricks.
Have a great weekend,
hbr
-Original Message-
From: Action Request System discussion list(ARSList)
[mailto:arslist@ARSLIST.ORG] On Behalf Of arslist
Sent: Saturday, May 18, 2013 12:20 PM
To: arslist@ARSLIST.ORG
Subject: Re: huh? financial news for bmc ?
I'll pretend it is Friday: Oracle World is coincidentally the week before
WWRUG13. They could announce there and then everyone stays for a second week.
From what I read, the initial deal should close just around the time we hold
our conference, so unless they are working the selling parts of BMC in the
meantime, it is going to be 2014 before any of that happens, or does Bane, I
mean Bain, have a track record of making these decisions quickly and before
the deals close?
Dan
-Original Message-
From: Action Request System discussion list(ARSList)
[mailto:arslist@ARSLIST.ORG] On Behalf Of Pierson, Shawn
Sent: May 9, 2013 8:42 AM
To: arslist@ARSLIST.ORG
Subject: Re: huh? financial news for bmc ?
I'm curious, why would Remedy being sold to SAP or Oracle be a negative thing
in your opinion? I think it's big enough that it wouldn't be swallowed up
inside of one of their applications (how long has it taken Oracle to combine
the eBusiness Suite with PeopleSoft despite the products directly competing?)
I can see if support deteriorates, maintenance goes up, or some other unknown
odd factor, but it seems to me like it might be an opportunity for Remedy to be
implemented in shops that may not have a good ITSM solution but already have
installs of SAP, Oracle, or whoever hypothetically buys Remedy. If that's a
pessimistic scenario it doesn't seem too bad to me.
Thanks,
Shawn Pierson
Remedy Developer | Energy Transfer
-Original Message-
From: Action Request System discussion list(ARSList)
[mailto:arslist@ARSLIST.ORG] On Behalf Of Lee Cullom
Sent: Thursday, May 09, 2013 6:07 AM
To: arslist@ARSLIST.ORG
Subject: Re: huh? financial news for bmc ?
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!
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Lee Cullom | Northcraft Analytics
IT Metrics Specialist | Business Intelligence for ITSM Direct - 678-438-7244 |
lee.cul...@northcraftanalytics.com
Main - (678) 664-ITSM
http://www.northcraftanalytics.com
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