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Like Salesforce, Workday is seeing slowing growth in its original market. To keep growing rapidly, the company needs to expand its presence in adjacent fields featuring tough competition.
Amazon Web Services is building up a formidable range of features and partners, challenging the big enterprise software providers.
CEO Howard Schultz is stepping down but he 'really isn't going anywhere,' TheStreet's Jim Cramer said on CNBC.
Jana, Starboard and FrontFour and others bought shares in the third quarter.