HP's (NYSE: HPQ) software acquisition strategy will focus on BI (business intelligence), one of the industry's hotter sectors of late, analysts say. As reported on PC World, HP probably will acquire a major brand in established pure-play BI. The possibilities include MicroStrategy, Teradata, KXEN or Angoss.
"MicroStrategy is 'definitely a strong possibility' for HP to buy, Kobielus said. 'It's global, a really good company with good products.'
"But MicroStrategy is maintaining a laser focus on core BI capabilities like reporting, which are becoming somewhat commoditized, he added. Therefore, HP may also invest in growing niches such as data mining and predictive analytics, where vendors like KXEN or Angoss are potential grabs.
"HP might also be tempted to buy sellers of technologies that complement BI, such as data integration vendor Informatica, according to Kobielus.
"Data warehousing giant Teradata is another potential target, since HP's own Neoview platform has struggled to make major inroads in that market."