![]() ![]() ServiceNow’s Market Cap today is between 14 and 15 Billion. The recent LinkedIn Acquisition was around $26 Billion. Microsoft has the money to do it ($112B in Cash and Short Term Investments).It’s one thing to lose CRM where they never really had a strong presence, to make a nice little growth play, but it’s totally another to see the server and tools division decimated(which has been growing double-digits on multi-billion dollar numbers for quite some time). Microsoft lost out big in CRM against Salesforce, but this was before Satya Nadella’s time. He doesn’t like to miss out on opportunities. Also, I’ve learned he’s wisely not over-confident in Microsoft’s ability to win. And Salesforce has been beating up on Microsoft Dynamics CRM for years. Microsoft cannot lose its core market of the Global 2000 IT department. ![]() ![]() Bam! A little lightbulb just switched on. I think Microsoft is going to buy ServiceNow. Allow me to explain the reasons… and then predict what will happen to the product portfolio. First, since I’m under the gun to publish this before anyone else starts thinking about it, let me just start with a simple bulleted list of evidence and thoughts: ![]()
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