“We expect the acquisition could serve to remind investors that acquiring into verticals is a very sensible strategy for Oracle, SAP and others (IBM potentially) and could help keep a floor under some of the vertical software stocks,” Mr Pritchard said.

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  • http://www.afr.com/technology/the-aussie-investors-set-to-profit-from-aconexs-16-billion-sale-20171218-h06zce