Take this one with a grain of salt. A Spectator reader tells me that he has heard from two unrelated sources that Oracle may be looking to acquire retail industry software vendor JDA.
If you've been following M&A market you know that about eight months ago JDA acquired Manugistics, one of the leaders in the supply chain management space. My source also tells says that he has first-hand knowledge of dissatisfaction among ex-Manugistics sales reps.
Would such a deal make sense? In its battle agains SAP, yes. A JDA deal would give Oracle one of the leaders in the retail industry, complementing its Retek acquisition and countering SAP's nascent development in this industry. It would also give Oracle one of the strongest players in the supply chain management space, countering SAP's gains with its APO system.
If you've got any confirmation of this rumor, or a contrary thought, leave a comment or drop me an email.
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