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Drew Handy

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  • What Does The Microsoft, Yammer Deal Say About The Prospects For Jive? [View article]
    That's why it's utilized as the most bullish case, or upper band of prospects. The sector has been richly valued for some time, and is well illustrated by the leader in the field CRM (with far lower growth prospects) being valued at 8 x's sales. Having a small growth firm in a sector with few acquisition targets does cause desperate behavior in terms of acquisitions, even in less appealing spaces as storage...see Compellant, 3Par, Isilon for instance.
    Jul 4 04:19 PM | Likes Like |Link to Comment
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