NetSuite

1) MSFT reported its results for its first fiscal quarter. Most noteworthy was its exception performance selling Azure. Growth of 120% was probably the fastest of the major vendors and suggested that the company would have gained some market share on Amazon. The company also achieved very strong performance in its commercial cloud with an…

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Today Oracle announced what it described as its 4th and last extension for its offer to purchase NetSuite at $110.share. So far, the press release indicated that tenders had only been received for 25% of the required shares several months after the offer was made and management for both companies encouraged the transaction. Obviously the…

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