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SAP Concedes - Questions Concerning SAP's bid for SuccessFactors

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Friday, 09 December 2011
in SaaS

While the overall analyst commentary generally has been pretty constructive and supportive of SAP’s $3.4 Billion bid for SuccessFactors, Inc., many questions remain.  Although many analysts believe SAP is overpaying for SuccessFactors (SFSF), in our view, the valuation is not unreasonable and is not the critical factor in assessing this deal.

© 2011 MGI Research, LLC
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IBM Purchase of DemandTec Reconfirms MGI SaaS Valuation Model

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Thursday, 08 December 2011
in SaaS

For a 2nd time in less than a week, a purchase of a SaaS vendor reconfirmed our SaaS valuation model. IBM is paying $440Million in cash to acquire San-Mateo, CA-based DemandTec (DMAN).

© 2011 MGI Research, LLC
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SAP Did not Overpay for SuccessFactors

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Tuesday, 06 December 2011
in SaaS

According to the MGI SaaS valuation model, SAP did not overpay for its acquisition of SuccessFactors.

© 2011 MGI Research, LLC
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