Kevin,
Given the two current businesses of MigraTEC (software and professional services) there are several scenarios one could consider:
i) M&A with another porting / migration company, eg. MKS, Bristol, Mainsoft... or a deployment software company, e.g. Citrix, Graphon...This is the aggregation scenario whereby one migration company would emerge as the migration powerhouse or market a 2 in 1 value proposition (Application porting + software deployment) . Probability: 0.1 MIGR provides a good technology fir but lacks the customer base.
ii) Acquisition by the services arm of a System Vendor, e.g. Unisys, Intel, SUN, HP... This is the vertical integration scenario whereby say Intel Porting Labs standardize on MigraTEC's technology rather than license (DLA) its software.
Probability: 0.2 MIGR provides a good technology solution and would serve the installed base provided by the System Vendor
iii) Acquisition by an ISV / OSV, e.g. Microsoft, Red Hat... This is the horizontal integration scenario whereby an ISVs - reluctant to share their code - or an OSV - interested in marketing migration services to OEMs and System vendors - could acquire MIGR.
Probability: 0.2 Particularly for MSFT as a mean to control Linux migrations particularly with respect to IA-64.
iv) The status quo scenario whereby MIGR remains a migration competence center and develop strategic relationships with leading ISVs, OSVs, OEMs and Computer Services Organizations (EDS, CSC...)
Probability: 0.5
Over to You
The Fogg |
