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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 677.58

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Nov 5 4:00 PM EST

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To: Johnny Canuck who wrote (51262)	1/29/2015 9:12:13 AM
From: E_K_S	Read Replies (3) of 67677

SAP SE (NYSE: SAP) - market cap $76.7Bln Oracle Corporation (NYSE: ORCL) - market cap $187.5 Bln E2open, Inc. (NASDAQ: EOPN) - market cap $ 0.175 Bln ($175 mln) Do you follow E2open, Inc. (EOPN)? I see this company in play for SAP and/or ORACLE. These companies need to grow and will pay 3x Revenues to do that as long as they can do a 'bolt-on' transaction. E2OPEN provides in the cloud subscription services in the supply chain management sector. The company just adopted a "rights" plan and CEO said they are interested in selling w/ the right offer. At 3x sales, E@OPEN s/d sell in the $8.00/share range. The company is still growing revenues at 15% YoY too. ORCL currently sells at 4.84x sales and SAP at 4x sales. It seems like EOPN would be a good fit for either one and if a bidding war starts, it could move higher. Do you follow this one and/or have an opinion on what they look for in acquisitions? EKS

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