Salesforce, Oracle, MSFT, IBM, PAYX ...... are only some candidates to make an offer! SAP is losing clients to Salesforce and business is going down! ULTI is a key company for cloud computing in a multi $ billion market!
As a company, sap is positioned to utilize cloud computing INTO the existing infrastructure. As an added service and benefit. Not based an entire market on one young technology.
ULTI is 95% inst owned. The stock has never been over 40. Going nowhere. Cloud computing companies will soon be a commodity and the only real scalable player is Amazon. Maybe RackSpace, but they are too leveraged. Will drain them.