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Technology Stocks : Computer Associates
CA 25.120.0%Nov 28 4:00 PM EST
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To: David Mullins who wrote (2597)7/14/1998 12:30:00 PM
From: The Rancher  Read Replies (2) of 5232
 
i don't think CA will buy SYBS. the return on capital for such an acquisition would be very low in the short term, and uncertain in the long term. i think they would rather spend that money on internal development and pursue acquisitions of services companies that can generate not only services revenues, but also incremental sales opportunities for other CA pdts at customer sites. while SYBS has a large installed base, i would be willing to guess that there would be significant overlap with CA's customer base, so i don't think the acquisition of new customers would be a strong driver for CA. by acquiring services, CA gets a "2-for-1 coupon" in terms of revenue generation. this area is a more compelling business target than SYBS. besides, traditional DB market is dying in terms of growth, and i don't think CA mgmt. will buy SYBS for incremental object technology. they could do it cheaper with someone else.

-ranch it up
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