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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: paul e thomas who wrote (11743)5/25/1998 11:42:00 AM
From: paul e thomas  Read Replies (1) of 13949
 
AQUISITIONS BY Y2K FIRMS

Nearly all Y2K firms talk about aquistions as one route to post 2000 growth. I have looked at the cash expected to be in the hands of a number of companies at the end of 1999 and compared it with current revenues and market capitilization.I looked at IMRS,CBSl,SYNT,MAST,CHRZ,KEA and ACLY,TAVA,SEEC and MIFGY.Among the Service Companies IMRS has the best prospect for being able to finance growth without share dilution.IMRS will have 142 mm$ in cash at the end of 1999 and has 100 mm$ in revenues.AT the other extreme KEA will have 190 mm$ in cash versus 722 mm$ in revenue.There are a number of tool providers that will have plenty of cash . MIFGY will have 93mm$ in cash versus their 49mm$ sales. In considering the post 2000 prospects one should therefore try to combine the internal growth prospects with external aquisitions.while I can accused of pushing the stock of which I own the most IMRS still looks like the best bet to grow earnings over time.
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