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John,
Another good article is listed below, especially for Lawson customers:
http://www.zdnet.com/blog/sommer/potential-lawson-acquisition-how-it-could-affect-you/997
Whether it is Infor or some other company, Lawson will be sold, especially with Icahn having a stake in the firm. Ashame this had to happen. Before the IPO, Lawson was a good company surrounded by good people that made cost effective solutions. Then things started to change.
Will be interesting to see what happens.
Good article – congratulations on the contribution John.
I don’t agree with either of them. This whole situation is at an impasse and I suspect it will fizzle out. Infor can’t afford Lawson and even if it could, there aren’t many costs to be cut.
Oracle or IBM could place a bid, but why would it do so now when if could have done so 6 months ago at half the price?
At best, I see the M3/Intentia portion being sold off, and perhaps some of the legacy suite. Their Landmark is maturing into a market-leading solution and the shareholders know that – selling now would be so very short-sighted.