Buyouts are BACK…SAP buying Business Objects

Posted by Howard
on October 7th, 2007

So SAP is buying Business Objects. Hooray for us stupid bulls :) .

Now we know why tech is strong and won’t dip. Look for software stocks to start making biiiiig gains. Have you been watching VMWare since it’s IPO. I have and we have and it’s on freaking fire . Tonight SAP put a whole bunch of stocks in play. I am not long software other than Adobe and Verisign. I will be adding a few names tomorrow.

If you check out Business Objects Google Finance Page you will see all the HUGE names in the space. One smaller name…Informatica (INFA), looks quite lovely.

I am scouring tonight. Maybe Citrix (CTXS) , at all-time highs (back out bubble).

If you are going to speculate, DO IT IN A BULL MARKET. This is when silly shit happens and you should not apologize or feel guilty. Just don’t be wreckless…you are not smart.

I love Sunday nights in bull markets. Go to work. Talk to me with some other names….

GAME ON!

Disclosure – Long Verisign and Adobe, BUYING INFA and CTXS

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.