Oracle Says NetSuite Deal Needs More Support

The transcript discusses the potential acquisition of NetSuite by Oracle, highlighting shareholder concerns over the offer price. T Rowe Price, a major shareholder, believes the offer undervalues NetSuite compared to recent market deals. The likelihood of the deal depends on negotiations, as Oracle needs NetSuite to boost its cloud revenue. If the deal fails, Oracle may struggle to grow organically, while NetSuite's prospects as an independent company remain uncertain.

What concerns did T Rowe Price express regarding Oracle's offer for NetSuite?

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What historical deals were mentioned as a comparison for the valuation of NetSuite?

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What is the breakup clause amount that NetSuite would have to pay if the deal doesn't go through?

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What is the likelihood of the deal going through according to the discussion?

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How much of their overall revenues does Oracle currently generate from cloud services?

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