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Tech Buyout Shines Spotlight on Microsoft Corporation, Salesforce.com, inc.

Informatica Corporation has gone private, with investments from business partners Microsoft Corporation (MSFT) and Salesforce.com, inc. (CRM)

Aug 7, 2015 at 12:22 PM
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Informatica Corporation closed its $5.3 billion leveraged buyout yesterday. Among the parties involved in the deal are Permira and the Canada Pension Plan Investment board, as well as Microsoft Corporation (NASDAQ:MSFT) and Salesforce.com, inc. (NYSE:CRM).

Neither MSFT nor CRM has gotten a lift from the news -- thanks to the general downtrend of the broader-equities market. At last check, the former is down 0.5% at $46.41. However, the stock has found a recent layer of support in the $46.50 neighborhood -- around its year-to-date breakeven mark -- into which the ascending 20-day moving average has now moved. The shares bounced from this trendline late last month, and could do so again.

Should that occur, a number of skeptics could find themselves on the ropes. During the last two weeks at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), Microsoft Corporation has amassed a put/call volume ratio of 0.76 -- in the 72nd annual percentile. Likewise, 11 analysts rate the stock a "hold" or worse. A capitulation among these bearish traders and analysts could reinforce technical support, and send the shares north.

Meanwhile, CRM has been quite strong in 2015, rallying 17.5% to trade at $69.70. Currently, the equity is testing its 120-day moving average, which hasn't been breached on a closing basis since early February.

Call buyers are certainly hoping for a bounce. The stock's 50-day ISE/CBOE/PHLX call/put volume ratio of 3.76 sits just 1 percentage point from a 12-month peak. The brokerage crowd is extremely bullish, as well, doling out 26 "buy" or better ratings, against five "hold" or worse recommendations.
 

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