When a significant rumor emerged last weekend that Salesforce was interested in buying Informatica, a legacy data management company that predates the cloud, it didn't take long for investors to express their negative feelings on the idea. In fact, since the start of business on Monday, stockholders on both sides of the equation have been making it clear that they aren't happy with a potential coupling between the two companies. After the story broke that Salesforce was the suitor, the company's stock price began dropping, and is down around 10% since the end of trading on Thursday before the news dropped. That decline likely reflects investors' concerns that the deal would see them overpaying for a moderate amount of additional revenue and not a ton of innovation. For Informatica investors, it was the opposite: The price was too low to warrant selling ' they wanted more, more, more ' and their stock also dropped, down a similar amount over the same period. (In contrast, since last...
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