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What: Web hosting and cloud-computing vendor Rackspace Hosting
So What: There are twin engines behind this move: speculation that Dell
Now What: You'll notice that neither the takeover rumor nor Terremark's spectacular quarter speak directly to Rackspace's own business. The company is set to report earnings next Monday, and it has a history of delivering exactly what analysts are looking for. As for the takeover chatter, Rackspace is a fabulous business, with Dell as a major equipment supplier. Given the synergies the two companies could jointly exploit, it would be silly to write off the possibility.
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Fool contributor Anders Bylund holds no position in any of the companies discussed here. Rackspace Hosting is a Motley Fool Rule Breakers pick. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is investors writing for investors.