The proxy statement filed with the SEC on July 13 by SoftBrands (SBN) concerning Golden-Gate/Infor’s upcoming acquisition of SoftBrands says there was a surprising amount of interest in the almost forgotten Fourth-Shift/AremisSoft, which seems to have been considered the jewel in the company's protracted march to Infor obscurity. And the proxy illustrates why ERP enterprise software, despite the façade of cross-industry general-accounting and human-resource-management marketability, has always really been a very, very industry-specific investment play.
That Infor and its financiers picked up the pieces is not surprising. I’ve lost count...
Eric Savitz (Barron's) submits: On Oracle?s (ORCL) recent post-earnings conference call, Chairman Larry Ellison said the company would continue to make acquisitions. The question is, what will the company buy next?
Cowen?s Peter Goldmacher picked up the ball Monday morning, and provided a list of 48 potential targets around the world, all in vertical application segments, and all with annual sales between $50 million and $1 billion.
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