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.
Gold/Mining/Energy : Datamirror (DMCX) (T.DMC)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JayPC who wrote (475)7/13/2000 10:34:55 PM
From: Carl R.  Read Replies (1) of 603
 
Jay, I understand that. Neither is COGN. Obviously COGN isn't looking for a wireless company per se, but someone who can help to extend their business intelligence products to wireless customers. My understanding is that DMC's data warehousing products are now wireless enabled, and as such they could work with COGN's products.

I believe that COGN has some basic data warehousing products of their own. Does COGN work with DMC at all? Or do they just work with INFA and their own products? Would DMC and COGN make a good fit, or would their products just overlap?

I want to make it clear that I have no particular reason to believe that COGN will acquire DMC other than as a logical deduction from the following:

1. DMC appears to be in the size range COGN is looking for as far as sales.
2. DMC has about the right market cap such that a $250 million offer would be acceptable.
3. Both are Canadian companies
4. DMC has a slightly faster growth rate than COGN so that an acquisition would be accretive as far as growth.
5. DMC has sufficient earnings projected such that as acquisition at $250 million would be accretive as far as earnings.
6. An acquisition at $250 million would be accretive as far as PSR as well.
7. DMC would like to be listed on the US markets (actually through Schwab you can trade them using the symbol DTMOF).
8. Business intelligence and data warehousing products are complimentary.
9. DMC just announced that their products are web enabled which COGN indicated that they were looking for an acquisition that could help extend their products to wireless customers.

Any thoughts?

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News