A big part of my jobs at IBM usually involved tracking BEA. I've always felt they were an acquisition target, but it seems that possibility may be increasing. According to this CNET article, Carl Icahn's influence may be a key factor in the potential sale of the second-best portal and application server provider.
I have long felt HP, once it realizes that systems management is not enough, would look to expand its software infrastructure portfolio with a BEA buy but Oracle and its A&A mentality might have a say. What do you think?
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