Ep. 83: Autonomous Teaser, Uber Data Breach, More M&A

We cover: 1.) Autonomous driving teaser.. 2.)Perhaps Microsoft (MSFT) ought to acquire Anaplan and other SaaS/cloud Financial Management tools to create an upgrade glide path for Excel? We think so. Infor would do well to follow a similar M&A path. 3.) Uber the latest company to suffer a publicized data breach. We sound like a broken record regarding the subject of Cybersecurity. 4.) Meg Whitman steps down at HPE. IT Services and Technology-Enabled Services companies would be wise to acquire Enterprise Software companies. Such acquisitions would be margin accretive, EPS accretive, would bolster valuations and perhaps most importantly would begin to move the Services vendors out of the commodity services space and into a sector where they would own IP.