"If we told you that a company was amassing a cash stockpile which was three and a half times its current annual revenues, that it has employed a new director who used to work for Cisco, that it has acquired a business last week and also had a brand new CFO that was used to working in far, far larger companies, you’d think that this was a company hellbent on acquisition. And you’d be right.
"So if we tell you that it’s a US software company that’s been about for more than a decade, you might guess it is Oracle perhaps, or one of the big business intelligence firms like Cognos, or a software development business like BEA..."