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.

Technology Stocks : Open Text -- Ignore unavailable to you. Want to Upgrade?

To: Michael Watkins who wrote (847)	6/4/1998 2:57:00 PM
From: PeakClimber	Read Replies (1) \| Respond to of 1195

It's going to be very interesting over the next few quarters. This merger is going to be no slam dunk, IMHO. There's a heckuva lot of product overlap between OTEXF's text database portion (i.e.search engine) and BASIS Plus. You can always acquire installed bases but it's quite a different thing to merge the technologies and leverage the combined technology base to leapfrog the competition. If the latter is hard to do, all that'll happen is that the new company will be more akin to a conglomerate that has 2 separate products, one of which is pretty much moribund i.e. isn't showing any growth(BASIS). Of course, if migrating existing customers to OTEXF's products proves to be easy, the purchase will prove worthwhile in a heartbeat! Also, IDI has been shopped around to various DM vendors for over a year now. For whatever reason, OTEXF was the only one that bit. Let's see how things turn out.