Seeking Alpha

SolarWinds (SWI +3.9%) and Splunk (SPLK +1.4%) outperform after being mentioned positively in...

SolarWinds (SWI +3.9%) and Splunk (SPLK +1.4%) outperform after being mentioned positively in Elliott Associates' open letter to BMC Software's (BMC +1.6%) board. The enterprise software firms are named as companies BMC should have acquired to bolster its software-as-a-service (SaaS) offerings, but are now too richly priced to justify a purchase. (previous)
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