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Politics : Ask Michael Burke

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To: Simba who wrote (64779)	7/17/1999 8:48:00 PM
From: Earlie	Read Replies (2) of 132070

Simba: Good comments. I have written about this in the past. The best term I've heard to describe this is "buying revenues", and you are absolutely correct that Cisco is one of the best at this game. Over time, it can catch up with a company, as typically more and more is paid for less and less (the good ones get scooped up in the early going). Loewen Group was a prime example of this, although a crazy Mississippi court sure didn't do the company any favours. About once a year, I'll subtract the probable revenue contributions provided by acquisitions made by companies in which I have an interest, but it is a relatively useless exercise as the market simply doesn't want to know. Nor does the market care to calculate the amount of shareholder dilution some of these acquisitions cause. Reminds me of the total lack of interest investors exhibit in employee option scams,...er situations. (g) best, Earlie Your comments are right on. Best, Earlie

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