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Technology Stocks : Aspect Telecommunications (ASPT)
ASPT 0.00010000.0%Oct 22 9:30 AM EST

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To: John Pendergast who wrote (1966)5/28/2001 9:21:30 AM
From: JAPG  Read Replies (2) of 2018
 
Hi John,

As you know I consider myself a bit of a techno geek, so probably I am not the right person to interpret poems, nevertheless let me have a go. It is about somebody visiting a foreign town where an old friend lives and guessing where his house may be.

The other day reading an article about PeopleSoft´s new added emphasis on CRM solutions and I thought that ASPT would be a very sinergistic merger for them:
- ASPT profitability has been hindered by increased Marketing/sales/admin costs that could be considerably reduced by a PSFT+ASPT merger.
- ASPT product line complementary to PSFT´s new thrust
- Both companies headquarters are close to each other
- PeopleSoft´s President was an ASPT director 2-3 years ago.

This is just an out of the blue comment. At present I don´t hold any position in either company (long or short).

Take care

JAPG
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