SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CSCO, COMS, BAY
CSCO 73.11+0.3%Oct 31 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ted Saba who wrote (121)6/29/1996 10:21:00 PM
From: Gary Walker   of 135
 
One other thing about STRM:

There are the inevitable costs of acquistion one time charges most companies take in this situation. However, the market usually ignores these. STRM didn't have the great first quarter that CSCO did, so it's possible that STRM's 40% up in profits could "dilute" the 80+% increase at CSCO.

But, " who cares?" because the sinergies are terrific and should add to shareholder value over the coming years at ATM grows to huge proportions, which is a job STRM management may not have been able to handle without CSCO's help.

Regards,

gw
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News