Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: MangoBoy who wrote (29283)	11/23/1997 7:49:00 PM
From: SteveG	Respond to of 31386

<how can one say PAIR would be accretive without knowing the purchaser, the purchase price, the purchaser's margins, growth rate, tax rate, etc.?> In a rush this am, I should have said "it LIKELY would be accretive". And here's why it's reasonable to presume this would be likely: Unlike other most players in this space, PAIR is profitable, is growing at an estimated 35% and has net margins of just under 20%. Compare that to likely takeover candidates, such as LU - growing at 20% with net margins of 2-5%.