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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (24675)	5/13/2000 5:05:00 PM
From: Bruce Brown	Read Replies (1) of 54805

If you've had time to study the i2 acquisition of Aspect, are you able to justify the $9.3 billion price tag for only $117 million in trailing sales? Hey, at least they have revenues! <ggg> I'm not sure that I could justify any company's M & A activity in terms of the price tag and the residual results going forward. Aspect was not the only acquisition that i2 has made in the past two months. I've read a few glowing reports on the Aspect acquisition by professionals, but I wouldn't even attempt to challenge the justification behind Sanjiv Sidhu's decision. Here's the initial PR about the acquisition: siliconinvestor.com Here's a later story: siliconinvestor.com i2 has nice strategic partnerships with Siebel, Ariba, IBM and others. BB

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