HP Unlikely to Challenge Oracle for BEA

I tend to agree with the analyst consensus regarding BEA’s ultimate fate.

It’s unlikely Oracle will have to raise its current offer price of $17 per share. It’s even more unlikely that another suitor will enter the picture, for the reasons mentioned by several analysts in a post by Eric Savitz of Barron’s.

The only possible white knight" that could emerge for BEA shareholders is HP, and I’m not sure HP wants to overpay for an application-server play, even given the strategic implications of letting Oracle take one of the last significant independent middleware players off the software board. 

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