A new bubble?

Will we soon see a new BUBBLE, consisting of the most established software companies, burst? Puff! When the majority of the customer base finds out, what's actually taking place?

Does size suffer? Wil 3+2 make only 4?

It can be questioned if the two players has got enough to offer in the current situation. Are they slow dinosaurs compared with the younger bikes on the track?

Will the mergers of these big players with very different cultures only create "negative synergy"? Will 3+2 only make 4?