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by ckdarby
993 days ago
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They're profitable now with Cisco acquiring them. They'll trim the company by at least 20% through restructuring either out or to other places of Cisco. They'll pick up another 10-20% capex/open/cogs on private pricing that Cisco gets. Great M&A if Cisco manages to maintain Splunk's customer base. I look at Splunk as the Oracle DB of the world now, does anything a giant enterprise can imagine, but is old and costs a leg & arm. |
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