ML, I wouldn't leave out a possibility for takeover - but GL if you do jump out. Big revenue most likely won't be until early next year so the longer the m/c stays around this level, considering the tech they have, the more ripe they become for a t/o.
Oracle seem to like Nov/Dec for acquisitions and though PO states in the presentation they haven't received any approach 'yet' from anyone, he seems to say so a little too casually. Oracle are happy to pay big bucks on acquisitions .. here's a wiki link to their history in that regard :-
https://en.wikipedia.org/wiki/List_of_acquisitions_by_Oracle
Food for thought...
Ann: Norwood partners with Visa, page-138
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