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Technology Stocks : SFNB, Security First Net. Bank
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To: Oeconomicus who wrote (434)6/29/1998 9:58:00 AM
From: Capt  Read Replies (1) of 507
 
This is from an article by Steve Harmon this morning. He favors small companies for takeovers.

Mergermania

"Lately there is much talk about the big media companies wanting to 'get extended exposure' on the Web through search engine sites, i.e., NBC/CNET, DIS/SEEK, ATT/AOL (no way), etc. It's hard if not impossible to sort out who the real Internet search engine contenders are for possible merger or takeover/buy out. I think it would be really helpful if you would share your views on this in your daily stocktalk."

Reply: CBS is rumored to be looking at Lycos (NASDAQ:LCOS). As for the rest, we could see any number of combinations of old and new, big and small. Not just media types. We believe there's too many security software firms vying for small pieces of the total secure solution.

We don't think the smaller stocks will be independent much longer in the security group, smaller meaning those below $200 million market capitalization with strong products. The larger firms have failed to act when their shares were peaking, which would have been great deal currency. So they may be targets themselves now from more diversified software firms, the global giants. We'll address the dealscape more at length in an upcoming Internet Stock Report.
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