When Bill Voltaris let slip in September that they where in talks about Idaptive with a major systems integration company was it a slip? Or did he take it upon himself to discuss. Oricles IAM has been tossed out in preference to adaptive by a few companies Vic education was one of them IAM integration cost 60 mil a few years back. How much and how long would it take to play catch up? Has SAP taken note and the rest. Intergrated systems is expected to bring in an estimated 339 billion per year by 2017. After reading more and more and understanding how having the best most user friendly which customers and end users can interface easily give you a great advantage. But the time it takes to come up with and the cost by all accounts is years and now runs to a much more than than oracles older iam version 3. Starts to make you realize idapitives worth is 45 mil or $1.71 a share, cheap to someone who could use it for the next ten years market it world wide and not have to spend a hundred plus mil and years developing it.
I have no idea what the sp offer will be but just trying to get my head around the what why and how much it's worth. I know mainly the ones who read this already own so it's not what I call a ramp but just ideas on paper. So would like if anyone could add or dismiss a few of my ideas.
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