| To: Glenn Petersen who wrote (3889) | 4/28/2015 9:07:52 AM | | From: richardred | | | | The Feds step in to action on some big deals. First Time Warner/Comcast now this deal.
Applied Materials and Tokyo Electron Call Off $10 Billion Merger
By JONATHAN SOBLEAPRIL 27, 2015
Photo
President Obama in 2013 at Applied Materials in Austin, Tex. The company and Tokyo Electron planned to merge. Credit Joshua Roberts/Reuters TOKYO — Two of the world’s largest manufacturers of the machinery used to produce semiconductors, Applied Materials of the United States and Tokyo Electron of Japan, on Monday dropped plans to merge after the Department of Justice said that combining their businesses would restrict competition
nytimes.com |
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| To: richardred who wrote (3831) | 4/29/2015 9:24:59 AM | | From: richardred | | | | $TDC speculation - Teradata earnings out soon. If the regular earnings release pattern is any indication. The company will report in line, but guide down moving forward. The stock usually takes a 3-4 dollar downward hit, then recovers quickly in the coming days due to takeout speculation. The company is still a leader in it's field and a prime takeout speculation IMO.
P.S. IBM IMO is due for a large acquisition? One also has to remember the Mr Hurd CEO of Oracle once ran Teradata.
Oracle CEO Mark Hurd cuts loose at Boston College executive event
bizjournals.com |
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| From: Glenn Petersen | 4/30/2015 8:16:41 AM | | | | | | Salesforce as takeover target: Here's a look at the potential buyers
Summary:Salesforce has a gawdy market cap so the field of potential acquirers is limited. Nevertheless, a handful of tech giants led by Oracle could pull off a deal.
By Larry Dignan
ZDNet
April 29, 2015 -- 19:52 GMT (12:52 PDT)
Salesforce is reportedly retaining investment bankers to look over potential takeover offers in a move that's likely to spur a bevy of cloud acquisition rumors.
According to Bloomberg, Salesforce is using financial advisors to field offers. Salesforce has been approached by a potential acquirer.
Bloomberg noted that there is no certainty a deal will transpire. And one reason for that is that Salesforce could cause a serious case of indigestion for any acquirer.
After shares surged on the takeover speculation, Salesforce was carrying a market cap of nearly $47 billion. Salesforce would represent the largest software acquisition ever.
While we're talking about Salesforce's future, it's worth pondering what rival could pull off an acquisition. Here's the short list:
- Oracle. Salesforce is an Oracle partner and the two companies have a bevy of joint customers. Oracle has stepped up its cloud game and Salesforce CEO Marc Benioff and Larry Ellison aren't exactly arch enemies. Oracle and Salesforce could work. Oracle's market cap its $195 billion and could digest Salesforce with a mix of cash and stock.
- IBM. Salesforce would be a nice fit with IBM, which already has the services throughput to integrate cloud applications, and a cloud stack with SoftLayer and Bluemix. A purchase of Salesforce would give Salesforce its cloud blueprint even if it alienated a few partners. IBM's market cap is $172.2 billion so buying Salesforce is expensive, but doable.
- Microsoft. If Microsoft paid up for Nokia and aQuantive why not spend a wad of dough on Salesforce. In addition, Microsoft CEO Satya Nadella may let Benioff and the gang run. Microsoft's market cap is $403 billion. Microsoft also wants to be the largest cloud player.
- Amazon. Amazon Web Services is a juggernaut. Salesforce is a juggernaut. Salesforce would give AWS a near-complete cloud stack. The two companies go together well. Culturally, a deal could work too. Amazon's market cap approaches $200 million.
- Cisco. The company has proven it it navigate emerging trends and Salesforce would give it a clearer road to become the No. 1 IT vendor. Perhaps Benioff runs the entire shebang at some point. Cisco's market cap is $148 billion.
- Google. Should Google want to be an enterprise player a Salesforce deal could work. What's unclear is whether Google really wants to bet that heavily on the enterprise cloud. Google's market cap is $374.8 billion.
- Apple. Apple acquiring Salesforce would be shocking, but it's clear that CEO Tim Cook gets the enterprise. And Apple's market cap at $750.8 billion is obscene. With that valuation, Salesforce is a tuck-in acquisition to nail down an enterprise business for Apple and establish some serious cloud credibility. Picture a vertically integrated enterprise stack.
Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic.
zdnet.com |
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| To: richardred who wrote (3919) | 5/1/2015 1:19:12 PM | | From: richardred | | | | New buy and an add today. Pulled the trigger on the weakness in TWTR today, and added to MLR.
I continue to believe TWTR has staying power. More so as an acquisition than a stay alone platform on it's own. It took awhile for Facebook to take hold before it spread its wings. |
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| From: richardred | 5/6/2015 9:26:03 AM | | | | | | Children’s Place Rises on Higher Forecast, Takeover Speculation
The Children’s Place Inc. rose as much as 9.3 percent in early trading after the kids’ apparel retailer boosted its profit forecast and speculation that it’s exploring a sale increased.
Profit this year will be $3.30 to $3.45 a share, excluding some items, Secaucus, New Jersey-based Children’s Place said Wednesday in a statement. That’s up from a previous projection of as much as $3.30 and tops the $3.26 average of analysts’ estimates compiled by Bloomberg.
The higher forecast comes as Children’s Place battles with activist investors Macellum Advisors and Barington Capital, which are trying to place new directors on its board in a bid to improve performance. The dispute prompted the retailer to hire Goldman Sachs Group Inc. to explore a sale and retain Jack Levy, co-chairman of its global merger business, the New York Post reported yesterday, citing people it didn’t name.
Children’s Place previously criticized the activist proposals, which included seeking a financial or strategic buyer, saying they didn’t reflect an understanding of the business. The company said at the time that Goldman Sachs was working as its financial adviser.
The shares climbed as high as $68.01 at 8:30 a.m. in early trading in New York. Children’s Place had gained 9.2 percent this year through Tuesday.
bloomberg.com
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