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SAP SE Message Board

  • alltimebull123 alltimebull123 Mar 2, 2010 5:42 PM Flag

    M&A activity get speed!

    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!

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    • 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.

 
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