SAP cherche \u00e0 s\u00e9duire les clients de PeopleSoft, et Siebel se sent menac\u00e9 <\/p>\n
Apr\u00e8s l’engouement des investisseurs pour le titre PeopleSoft \u00e0 la suite de l’OPA agressive d’Oracle, l’hypoth\u00e8se du rachat de l’\u00e9diteur semble s’\u00e9loigner. La surench\u00e8re d’Oracle sur le titre reste possible, mais peu probable.<\/p>\n
Du c\u00f4t\u00e9 de J.D. Edwards, l’offre amicale de rachat par PeopleSoft reste d’actualit\u00e9, mais conditionn\u00e9e par le retrait de l’OPA d’Oracle. Ce dernier, s’il retire son offre, pourrait donc se retourner vers une autre proie, sans doute jug\u00e9e plus facile.<\/p>\n
Siebel semble en effet \u00eatre une cible tentante. Suffisamment en tous cas pour que les investisseurs se positionnent sur le titre, qui progresse \u00e0 la Bourse de New York.<\/p>\n
Quant \u00e0 SAP, l’\u00e9diteur allemand est sans complexe aucun: il profite de la fragilit\u00e9 de ses concurrents pour lancer d\u00e8s cette semaine une op\u00e9ration commerciale \u00e0 la rescousse des clients de PeopleSoft et de J.D. Edwards… Un sauveteur en somme ! <\/p>\n
[source – Silicon.fr] Yves Grandmontagne <\/p>\n","protected":false},"excerpt":{"rendered":"
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