There’s no denying that the cloud computing space is ripe for the picking.
First there was 3Par acquired by Hewlett Packard , then Netezza by IBM . And on Monday we saw Isilon get taken out by EMC .
In the wake of all the action we can’t help but wonder who’s next?
Seems like Brian Marshall of Gleacher feels the same. He put out a report outlining who he thinks are the top 5 take out candidates. They follows:
#1 Quantum Corporation
#2 Compellent Technologies
#3 Riverbed Technologies
#4 CommVault Systems
#5 F5 Networks
Source: Gleacher
What should you make of this list?
I think companies with a market cap of $1.5 billion or less are probably the most attractive takeout candidates, says Pete Najarian. As a result I'd take Riverbed and F5 off my short list of likely candidates.
Compellent trades north of 65 times earnings so it’s not a value trade, says Guy Adami. However there is chatter that HP is sniffing around this name.
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Trader disclosure: On November 16th, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Seymour owns (AAPL), (BAC); Seymour is short (FCX); Adami owns (AGU), (BTU), (NUE), (C), (GS), (INTC), (MSFT); Adami’s wife works at Merck; Finerman owns (AAPL); Finerman owns (BAC); Finerman owns (JPM); Finerman’s firm owns (WMT); Finerman and Finerman’s firm owns (JCG); Finerman's Firm Is Short (IWM); Finerman's Firm Is Short (SPY); Finerman's Firm Is Short (MDY); Finerman's Firm Is Short (IJR); Finerman's Firm Is Long Russell Puts; Finerman's Firm Is Long S&P Puts; Pete Najarian owns (BAC); Pete Najarian owns (SLV) and call spreads; Pete Najarian owns (CNI); Pete Najarian owns (F) Bonds; Pete Najarian owns (FIRE)
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