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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (51262)	1/28/2015 9:51:37 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67677

Traders choosing to ignore weaker than expect forward guidance for EA and concentrate on the turn around on the sector as new game platforms are released.

To: Johnny Canuck who wrote (51262)	1/29/2015 9:12:13 AM
From: E_K_S	Read Replies (3) \| Respond to 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