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For big companies like MSFT, this needs to be quantified into future revenue and EPS. What CRM brings to the table right now doesn't contribute much to MSFT to
by boomzilla 11y ago
For big companies like MSFT, this needs to be quantified into future revenue and EPS. What CRM brings to the table right now doesn't contribute much to MSFT to revenue (5B more a year, with expect 20% increase next year) and negative to EPS. So all 50B+ has to be contributed to synergy and goodwill. That's a huge call, and I don't think Nadella would be able to make it.