Has anyone heard of any solid intel on potential buyers? No general speculation but legit talks...
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@EU89hYn-abyc - Thats a fair point.
It seems to me that there are no players that could take over TD. It would require either a company with a weak offering or footprint, like IBM, but with money. Oracle is a direct competitor, and I don't seem them being interested because of the technical hurdles. It would have to be a backward acquisition of a booming big data player, 2-4 years into the future who is looking round out their offering with a legit EDW.
Goldman came out a week ago with a fairly harsh note stating that Teradata is a "SELL" stock. They also noted that a Leveraged Buy-Out to be "not compelling" for potential suitors. The analyst argued that TD's planned marketing app exit (though a positive) does nothing to relieve top-line pressures elsewhere...
I wonder if they will feel like selling when we hit $20 after the February earnings call....
CEO and board not interested in selling.
Well judging where it's at today, the epic movement would only be north.
U nuts? That would move stock price in an epic way