I got out today with a good profit as i don't like to sit on a 12% gain based on arm-chair spe4culations that someone somewhere may someday buy MKTO. Too much risk.... thank you and i will buy again at 28-30 if it ever get there. if no M&A news, all newbie longs will soon dump and move on and the price will depreciate considering MKTO is yet to make a penny per share.
I am still in - my average per share in just under $35. I agree that the market cap of $1.4B is a little ahead of itself, but Marketo is best in breed stuff, and it will not last another year without getting bought. Eloqua deal was $900Million and now MKTG deal was $1.5Billion. Prices are rising fast - MKTO probably gets taken out at $2- 2.5B.