CATP-The stock is taking off Message Board

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Technology Stocks : CATP-The stock is taking off

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To: still learning who wrote (634)	4/15/1999 4:02:00 PM
From: Rick	Read Replies (1) of 782

sl - i agree that software publishers are less of a stretch. i could envision ibm making some sense. however, i think a more pure consulting giant would make more sense - eds, csc, etc. the lack of objectivity of combining with oracle or seibel kills those deals flat out. can't see it. regarding lucent, they are much different than a software publisher, which typically already has a systems integration practice. those guys are R&D, engineering, and hardware focused. sure, there is a software component to the telecom network equipment, but it is currently far removed from the front office and back office biz applications. they are making way too much money developing telecom equipment - to put resources to a pure services acquisition that is quite far removed from it's basic biz is a huge leap. can't see it. even the software publishers - i can't think of any significant acquisitions of diversified (platform independent) consultancies being purchased by a software pub. can't see it. if anything happens, it will be with a more pure consultancy: cap gemini csc eds or, some innovative combo with a partnership like ac deloitte kmpg etc. my thoughts, rick.

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