This looks like the next logical takeout for Oracle given their recent acquisitions in the Telco space of Acme Packet and Tekelec. Broadsoft has a long standing partnership with Acme Packet and if Oracle wants to be a dominant player in this new space for them then grabbing BSFT before it gets away from them would be a smart move. There has been some rumbling about this before but I think Oracle wanted to close the Acme Packet deal first. With that deal now closed it's time to swallow this one up.
Broadsoft will remain an attractive takeover target, given it's reach, partnership and core competencies. Alternative, it'll have blow-out quarters and then the stock will go up on its own. I don't know about you, but I feel like the next earnings season can't come soon enough.