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May 12, 2008 3:50 PM PDT

Rumor: Tibco getting acquired?

by Dave Rosenberg
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Tibco Software's stock has been up Monday. My sources are tying it to an unsubstantiated rumor that the company is close to being taken out.

On one hand, this consolidation thing has gotten out of control. On the other hand, it remains a great time to be an open-source company, and these types of amalgamations prove how important it is to control your software environment.

A few possible acquirers of the Palo Alto, Calif.-based maker of business software:

• Oracle--unlikely in light of the BEA finalization but anything is possible
• SAP--if anyone needs some good integration software, it's SAP
• IBM--possible, just to take Tibco out and limit Oracle
• Hewlett-Packard--unlikely in light of the EDS news

Word is that things could go hostile, which probably takes IBM out of the equation. Stay tuned.

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About Software, Interrupted

In "Software, Interrupted," Dave Rosenberg discusses disruption in the software market, as well as the products and services that keep business technology norms in perpetual flux.

With nearly 15 years of technology and marketing experience spanning from Bell Labs to multiple start-up IPOs, Dave co-founded open-source software company MuleSource and now serves as general manager of Hardy Way. He also happens to be a U.S. patent holder and a workaholic. Technology is his best friend and mortal enemy.

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