Corporate standards prevent me from speaking on the record on my opinions of my Pat's article, but suffice it to say that he nails most of the rationale for the acquisition, in my opinion misses on a few areas, and is pretty much on the money for Oracle and Hyperion, although I think we'll utlimately see that this wasn't about BI nearly as much as it was about the performance management side of things.
Although as the industry analysts seem to be pointing out, there is a convergence of the two spaces at hand, so the ongoing consolidations may be as much about this, as they are gaining an upper hand in any one area.
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