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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Reginald Middleton who wrote (21917)12/4/1998 2:59:00 AM
From: rudedog  Read Replies (3) of 24154
 
A thought on the NSCP valuation - when CPQ bought DEC for about $9B, they got nearly $4B in cash and tax carry forwards, making the real cost about $5B. DEC was doing $13B in real business, and generated better than $300M Net profits in each of its last 2 quarters of operation for a rate that was close to a 10% net. Yet the $5B that the deal really cost CPQ is only a little more than what AOL paid for NSCP.

Are we to believe that NSCP is comparable in value to a 40 year old icon of the business, with a huge patent portfolio, great technical resources, and an ongoing business with the performance I described above? And now I'm supposed to believe that somehow NSCP was UNDERVALUED because it had been 'crushed'? Give me a break. Barksdale played his hand and cashed out, and did a pretty good job. But let's keep this in perspective.
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