I'd barely remembered to print the year "2010" properly on my personal checks when the landslide of acquisitions in information management started snowballing. Siperian, Initiate, Savvion, SilverCreek, AmberPoint and a half-dozen other semi-familiar names tumbled across Wall Street into the arms of Informatica, IBM, Progress Software, Oracle etc.

Clearly, Wall Street is feeling upbeat compared to Main Street, but I wouldn't call it a fire sale either. And let's be clear, I'm no financial analyst myself, but I know the usual boardroom drivers for this sort of thing. If Oracle and IBM were thinking about your company specifically when they made these deals, it probably isn't in the way you would have preferred.

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