This week's rumors that SAP will acquire RedHat are shocking, but analysts have said it is not credible. ChinaMartens, analyst at 451Group, said SAP has a better choice. The recent acquisition of Sybase to open the mobile market is an example, and SAP needs different IT environments for customers, while RedHat targets IT environments such as virtualization, middleware software, and Linux systems. Such acquisitions obviously cannot match SAP's current strategic objectives. Other analysts also think
This week's rumors that SAP will acquire Red Hat are shocking, but analysts have said it is not credible. According to China Martens, a Group analyst in 451, SAP has a better choice. The recent acquisition of Sybase to open the mobile market is an example, and SAP needs different IT environments for customers, red Hat's IT environment targets virtualization, middleware software, and Linux systems. Such an acquisition obviously cannot match SAP's current strategic objectives.
Other analysts also think that SAP will not acquire system-level infrastructure vendors at present. from the current situation, major manufacturers are interested in expansion through acquisition, many vendors have even entered their own fields through acquisitions. For example, VMware successfully acquired SpringSource to enter the application development field, oracle became a powerful hardware vendor by acquiring Sun.
Another important reason analysts have doubts about SAP's acquisition of Red Hat is that SAP's attitude towards open-source software is still quite conservative, while Red Hat's attitude towards open-source software is quite firm. Ray Wang, an Altimeter Group analyst, said SAP is unlikely to buy Red Hat from the moment, but it is quite likely that SAP and Red Hat will maintain a long-term partnership.
Ray Wang believes that SAP's acquisition of Red Hat may cause some unclear problems for SAP customers, especially the NetWeaver middleware software platform currently used by SAP, vishal Sikka, chief technology officer of SAP, also said recently that SAP will continue to develop the NetWeaver platform. From the perspective of SAP's needs, the acquisition is not aimed at simply expanding the scale, but must be supplemented by the relevant emerging technologies. If SAP really wants to acquire, therefore, it is a good choice to acquire a mature SaaS software service provider.