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To: Mark Brophy who wrote (6550)10/22/1999 5:28:00 PM
From: V Lakshman  Read Replies (1) | Respond to of 10309
 
Buying out another company of about the same size is always
very dangerous. This isn't like Cisco buying out company-of
the-week; it is more like Compaq buying Digital and we all
know how that turned out ...

I'll be staying in WIND until management tells us, the
shareholders, how they plan to make more money than if I
had owned WIND and ISI separately. If after that explanation,
you and I don't see that
the revenue of WIND+ISI will be > 1.5x the companies separately,
it is time to sell.

lakshman