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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked
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To: Tim Luke who wrote (60470)9/16/1999 7:22:00 PM
From: Arul K. Edwin  Read Replies (4) of 90042
 
In most cases the acquirer company waits till the acquiree company appreciates to a good level. So that they won't appear to be paying too much of a premium!!!...Why didn't LU take over ASND when it was 40 with the same price they paid later...it would appear they were paying 100% premium...so were FORE, XYLN, OSI etc. IMO, they wait till the rumor mill, good earning report etc. take the company to a higher level and then come out and buy it!!!!.

Therefore CS will be taken over when it punch through $20...(my $0.02)

Now who among PIOS and KNT is ripe for take over?

KNT has cash over $3, therefore even if they pay a higher premium it wouldn't appear too bad.

Some electronic industry comparisons:

-------------------Revenue-------Revenue per employee
-------------------(Million)-----(Thousnads)

Arrow Electronics--5,340--------860
Avnet--------------4,870--------701
PIOS---------------2,133--------865
Marshall Ind.------1,700--------773
KENT-----------------622--------445
NuHorizon------------327--------474
JACO-----------------145--------584
VEBA Elect.--------2,150--------782 (Private)

Arrow-PIOS combination will be a 7.5 Billion Company,
(I think PIOS has just about 31 million shares outstanding), and when that happens others will follow.....
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