I’ve been watching CNBC’s coverage regarding Oracle’s acquisition of Siebel. Almost all the analysts are cautioning that Oracle will be sidelined while they digest Siebel. Marc Benioff over at Salesforce.com sent an email to employees claiming this is an opportunity to take share from Oracle. If this was any other competitor I would agree with Benioff, but in this case, based upon how quickly and efficiently Ellison integrated Peoplesoft, I predict that Larry and crew will strip, lube and reassemble the remaining parts of Siebel faster than a Marine grunt stripping and cleaning his M16 before heading into a Faluja firefight. In fact, I wouldn’t doubt if Oracle started to immediately heave a few broadsides at Saleforce.com. Look for Oracle to destroy the low-end of the on-demand business model. And migrate the pricing and offering upstream. More on Siebel, Oracle and E.piphany:

SIEBEL SOLD FOR SCRAP – GEORGE SHAHEEN FULLFILLS VSENTE PREDICTION IN RECORD TIME

GEORGE SHAHEEN EQUALS ROGER SIBONI: WHY SIEBEL WILL BE SOLD FOR SCRAP

EPIPHANY: POSTERCHILD FOR THE CRM INDUSTRY?

LARRY ELLISON, ORACLE, PEOPLESOFT AND A BRILLIANT MERGER

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