Ellison Finally Acquires $N for $109, All Cash Offer

This has been to most widely talked deal in the history of deals. I recall reading about a possible deal a decade ago. I used to own a large amount of N and always liked the company. As a matter of fact, I believe software stocks are the best speculative investments out there.

Look at this article, dated 2007.

It was his company from the start. Larry Ellison is merely playing parlour tricks today.

Now the big question is, who’s next? Everyone will go out and buy WDAY and SPLK today, hoping to catch a tailwind. The truth is, after dropping $10b on N, I very much doubt Oracle is going to make another big acquisition any time soon.

Nevertheless, here are the software stocks to watch, courtesy of Exodus.

If forced to pick two, I’d say WDAY and CSOD are next.