Is $10 B a big price tag for Google? Perhaps not. Is that a price that will allow NTNX management to agree to the merger? Possible.
I don’t think $10B would be nearly enough for management to accept unless their outlook got much worse very soon.
That would be about $55/share, and the CEO just got all of his new stock comp that triggers once the price exceeds $80/share. The rumors a few weeks ago that Oracle was going to acquire NTNX was rumored at $65/share which would be over $12B and I also do not think would be enough to make it happen.
but then again, they don’t pay me the big bucks to make these decisions so anything is possible
-mekong