Oracle is just waiting for the optimal moment to move on BSFT.
If BSFT reports a light quarter and the stock sells off in one of the next 3 quarters, I would aggressively buy that weakness as M&A chatter will heat up immediately thereafter.
Oracle acquired Acme Packet in February, followed by Tekelec in March. Acme Packet and BroadSoft were such great partners and such perfect complements that having one without the other would have been like buying a computer without software to run it. There have been rumblings in the space that the synergies between Acme Packet and BSFT are also so evident that Oracle is just waiting for the optimal moment to move on BSFT.