IDC: Expect IBM, Dell and Oracle to acquire more vendors in 2010

Research firm IDC is out with its 2010 predictions, which you can read here. After IDC's presentation, I talked with chief analyst Frank Gens about the prospects for more consolidation in the IT industry. We've already seen Dell acquire Perot, HP acquire EDS, and now Oracle trying to buy Sun. It seems as though everyone is trying to become another IBM. The reason is that "buyers are sick of wasting cycles doing their own systems integration, or hiring expensive integrators. They want suppliers to pre-integrate," Gens said. "Customers are demanding total solutions, soup to nuts."

So expect a lot of M&A in 2010, Gens said. Each big company will be trying to fill gaps in its technology portfolio. Here are some of his predictions:

IBM will buy Juniper Networks.

Dell or Oracle will buy one or more of the following:

  • CA
  • Compuware
  • BMC
  • Novell
  • Symantec 

Oracle could add an IT services provider such as CSC.

Cisco and EMC are flirting with each other, but an actual merger is unlikely until 2011.

And if you like this sort of M&A speculation, take a look at this article about "10 brands that will disappear in 2010." It says Nokia could buy Motorola to get the Droid; and LG or Samsung could buy the struggling Palm.


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Copyright © 2009 IDG Communications, Inc.

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