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Technology Stocks : AremisSoft Corporation (AREM) -- Ignore unavailable to you. Want to Upgrade?


To: Dale Baker who wrote (126)4/4/2001 12:32:21 PM
From: Bob Rudd  Respond to of 683
 
SAP CEO was on CNBC touting alliance with Yahoo. I got the impression that their biz, especially outside the US is not hurting. I see their activity, not so much as competition, but as indicative of global demand. Also, with a market cap 70x that of AREM, and '01 PE 4.2x that of AREM, they could pay a substantial premium and still have a hugely accretive strategic acquisition.