Microsoft acquired Placeware, Cisco acquired WebEx, could we see SAP or Oracle go after Citrix? Like the other large enterprise software companies, SAP acquired Business Objects last year but still lacks a comprehensive and compelling web collaboration strategy. Citrix might be an interesting play for SAP.
On the flip side, Oracle sees the benefits of the Software as a Services (SaaS) model with their Oracle On-Demand CRM solution. It's one of the fastest growing product line for Oracle, mainly because of its quick implementation, minimal training, and low point of entry cost.
Both SAP and Oracle target large enterprise customers and with Citrix, SAP or Oracle would have a lead-in into the SMB market, a market segment with tremendous growth opportunities.
We'll have to wait things out and see where things end up but it could be an interesting move for either SAP or Oracle.
The Web Conferencing Expert