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That would be some feat, notes analyst Daniel Oppenheim of Credit Suisse.
"It's hard to get comfortable with the [ABI and APP] structure," notes analyst Megan Murphy of Natexis Bleichroeder.
"There's been a lot of hype, and they've latched onto the ASP thing," notes analyst Charles Rutstein, with Forrester Research.
There are also some strong "pure play" providers, such as SilverStream Software sssw, Allaire Software allr and Bluestone Software blsw, notes analyst Payne.
Indeed, Ariba has been building out its portal and commerce capabilities during the past six months, acquiring a company called TradingDynamics last month to give it dynamic pricing capabilities, notes analyst Daniel Garretson of Forrester Research.
"Typically, you'll work with somebody when implementing a portal, so there's a big services component involved," notes analyst Mike Comiskey of Framingham, Mass.-based International Data Corp. "Any type of partnership with a services company like Deloitte is beneficial".
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In a hold note analyst Tom Dorner at Oriel Securities commented: "The acquisition is expected to be earnings and return on equity enhancing in 2009.
In a hold note analyst Tom Dorner at Oriel Securities commented: "Amlin has for some time expressed a desire to make an acquisition and acquired AFU in France during 2008.
In a sell note, analyst Robin Speakman at Shore Capital said he expected a "robust" performance from Capita in the first half, with organic growth up 10%.
In a client note, analyst Robert Semple says the company's overall restructuring will help it continue its leading 35% market share.
In fact, the previous prime minister, long-serving Milo Djukanovic, had a "long history of corrupt and criminal activity," noted analyst James Nadeau.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com