What's the chances of IBM buying SPLK in order to improve rev growth?
Sentiment: Strong Buy
IBM passed on SPLK to introduce their own product.
Why only IBM? I'm sure that a few companies are looking at SPLK because of it's business model, it's potential growth, and it's youth.
With current valuation, PE 460, etc. no one is buying or even looking. Way over-hyped and overbought and will correct over next few weeks.