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Technology Stocks : Intersolv News
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To: fyi who wrote (930)6/29/1998 12:54:00 PM
From: feltburner   of 1069
 
FYI,
I agree wholeheartedly with your last post. Essentially, ISLI will be contribution half the revenues to next yr.'s projected totals, and perhaps more than half the operating income. Add to that MIFGY's Y2K angle being tool licenses (which will dry up to to zero by the end of 1998), while ISLI is in the conversion factory segment, which is expected to see the biggest surge in late '98 and '99. A final thought is that MIFGY wants to make services revenue a big part of future growth, and the services ability is coming from ISLI. Seems to me .55 share of MIFGY doesn't add up.
-Felt Burner
p.s.- re: deal collars- mgmt. line is that the deal is a "strategic merger", and collars would give the impression that it isn't a true strategic fit but just a sell-out. Personally, I'd rather have a higher-priced sell-out.
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