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What is most interesting here is that Oracle published the financial deck that Autonomy gave to Oracle! OMG. I'm sure there was no NDA signed, but it's highly
by dotBen 15y ago
What is most interesting here is that Oracle published the financial deck that Autonomy gave to Oracle! OMG. I'm sure there was no NDA signed, but it's highly unprofessional.
Also, I'm stil not clear why there is anything wrong with Autonomy "shopping" itself around to get the best acquisition offer.
- toyg 15y agoAutonomy is a public company, hence most of that data is probably already public -- I'm not an expert but at a glance I couldn't spot any particularly juicy "private" detail. These decks look mostly stock, good for any "introduction to my company" type of presentation... except for the very last slide, which shows a list of company valuations at various "Premium" share prices, i.e. clearly geared towards potential buyers. I don't know why Ellison and Hurd are shooting this out right now, especially considering how their "Great Satan" Apotheker has already been fired. I wonder if they're trying to undermine Mike Lynch for some specific reason (like forcing Whitman to rethink HP's "enterprise software" move, which is a direct threat to Oracle, by dropping Autonomy), they're just doing it for fun (Apotheker is a long-standing enemy in Larry's eyes, first at SAP and then at HP, and he's been humiliated in any possible way), or they simply won't tolerate being called liars (which is hard to believe, considering the sort of sharks they are).