PSFT - 1999: The "Make-It-or-Break-It" Year? Message Board

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Technology Stocks : PSFT - 1999: The "Make-It-or-Break-It" Year?

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Oct 29 5:00 PM EST

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To: lebo who wrote (315)	3/27/1999 1:02:00 AM
From: Bura	Read Replies (2) of 1274

Peoplesoft and Siebel should merge. Maybe get i2 to join in to fight SAP. While Siebel has revenue of 1/4 PSFT, it has bigger market cap now. It could almost do an Worldcom-MCI merger whereby you use the highly priced Siebel stock to buy cheap PSFT at a premium. While Siebel stock would suffer short term, this could be a great long term partnership. If only PSFT and SEBL had tried this in 1998, when PSFT had a better currency to play with (high priced stock). PSFT at mkt cap of 4 bln and rev of 1.5 bln, this stock, despite all the negative news and recent departures, is too cheap. If it sunk any lower, it would easily get takeover bids.

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