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Strategies & Market Trends : MDA - Market Direction Analysis

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Dec 26 4:00 PM EST

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To: Doug who wrote (81619)	8/30/2001 1:31:00 PM
From: Bruce Brown	Read Replies (1) of 99985

B.B: A buisness downturn provdes the oppurtunity for bargain shopping . GE's Jack Welsh the maestro & his team built GE up on that basis. First things first. It's Jack Welch, Jr. (real name John Welch), not Welsh. Yes, he did use the acquisition method of increasing GE's business scope and to diversify their company. It's one of the better "mutual fund" stories in America. There has been no major m&a activity in the TECH sector which indicates either the prices are too high and or the CEO's have not done any homework about the strength of their rivals. G.E's Jack welsh ,the maestro, built GE thru m&a when buisness cycles took down Cos. Not to disagree, but perhaps you haven't kept up with all of the acquisitions over the past few years within the technology industry. They were happening left and right. Begin with Cisco to view the acquisitions they did in 1999, 2000 and 2001 to date. Plenty in the software industry as well in the past few years. I'm sure there will be some more going forward. Proprietary companies usually prefer to develop within, rather than acquire 'cheap merchandise'. When the CRM game went more or less to Siebel Systems, the other major players were acquired by Nortel and PeopleSoft. Of course, Peregrine is acquiring Remedy. As other niche games move to dominant players emerging, the other players will most likely be acquired by some company - if the doors are not folded completely. Pehaps you are looking for a plethora of consolidation via M&A activity which may or may not come in the months and quarters to come. Time will tell. Integration within technology - especially proprietary technology - is not an easy task no matter how cheap the acquisition may appear. BB

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