Investopedia: IBM Follows SAP And Oracle Deeper Into The Cloud
There's a cottage industry in connecting the dots of prior mergers and
acquisitions (M&A) transactions and figuring out who might be next.
When SAP (NYSE:SAP) paid $3.5 billion for SuccessFactors and Oracle (Nasdaq:ORCL) paid $1.9 billion for Taleo, it didn't take a leap of inspiration to connect the dots and posit that Kenexa (NYSE:KNXA) could be next to go or that IBM (NYSE:IBM)
was the likeliest buyer on the board. With Kenexa's stock showing a lot
of strength recently, Monday's announcement that IBM will acquire the
company in a $1.3 billion all-cash deal is not really the most surprising announcement of recent weeks.