Skype-Ebay, Oracle-Siebel

I think eBay is completely nuts to pay $4B for Skype. Its cool stuff no doubt and eBay needs a new trick. But $4B!! Gimme a break.

As for Oracle-Siebel marriage, I think it was a good match. Oracle wants to grow and Siebel was going no where. Tom Siebel wants to go into politics (I believe) and is probably no longer interested in fighting Larry Ellison. He kicked Larry’s butt by starting and growing Siebel, but now its time to kiss and make up.

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