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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (51121)	4/25/2002 12:37:00 PM
From: Uncle Frank	Read Replies (3) of 54805

>> What's the different between Aol+TimeWarner and HP+Compaq? AOL and Time Warner are dominant players in different phases of the same industry, and the rationale for their merger was that they complement each other. AOL can expand the reach of TW's entertainment properties by distributing them through their internet channel, and TW's content can help AOL grow that very channel. In this case, it is possible to conclude that 1+1 might be >2. Otoh both Compaq and HP have been doing poorly in the same business, and the rationale is that the merger will be accretive due to economy of scale. History doesn't seem to support that contention. uf

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