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Strategies & Market Trends : Point and Figure Charting
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To: Jorj X Mckie who wrote (5259)8/1/1998 12:25:00 PM
From: The Phoenix  Read Replies (2) of 34811
 
Tom,

I'm in that pup too. I think the market WAAAAAAY over-reacted. SRA has $300M in cash so the purchase ends up really being $500M or what amounts to a $3 hit on the stock - assuming SRA generates no earning (is dilutive...which everone says it should be accretive). So, the stock takes a $7 nose dive...what was that? Folks that were speculating on a LU takeover now thinking that ASND is less attractive due to a $800M purchase...Gee, that doesn't say much for what LU has now does it. No, I suspect LU is no less interested and ASND will come back.

Ya know, many anal-ysts say that there's no fit, then they go on to say that SRA is in 50% of ASND's accounts. That's not a fit? SRA is in 80% of the carriers - selling low margin since they are still on that traditional telecom side of the biz. ASND will bring into higher margin opportunities by intergating this software into ASND's product line - selling an end to end data/voice solution.

The other thing these anal-ysts point at is overhead. Hey, that is important, but that also can be easily managed with early retirement programs or staff reductions due to overlaps in duties. I bet Mory jumps on that one right away.

Aaaaanyway. I'm you with my man. Count me in on your TDT ;)

Gary
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