Links 11/18: Salesforce rising? Air Liquide \ Airgas merger marries conflicting ERP stratagies

Salesforce Outlook Shows Surging Demand for Cloud Services (Bloomberg)
Catching up to SAP?

Beyond Fidelity: Even More Mutual Fund Markdowns of Tech Startups (Fortune)

Square Pays $93 Million Penalty tiro Some Investors in IPO (Wall Street Journal: Digits)

Airgas founder: Air Liquide deal is right for shareholders
(Philadelpia Inquirer)

Airgas installed SAP a few years back. Wonder if that contributed to its success, and whether Air Liquide is also an SAP user?

Well, Airgas is a big believer, judging from this article appearing ealier this year in

Actualy, Air Liquide announced late last year that it was "standardizing the ERP system used by Air Liquide companies throughout North America, including Canada, the United States, Mexico and the Caribbean to Oracle E-Business Suite 12.2."

And no, as some Americans may think, Air Liquide is not one of those low-cost European airlines.

So how is this conflict going to be resolved?

Exclusive: What's behind the exodus from Rent the Runway? (Fortune)

FinTech Stock Research Firm Chaikin Analytics Relocates to Philadelphia to Expand Software Development and Quantitative Research Teams
(PR Newswire)