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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Don Westermeyer who wrote (17624)	3/6/1999 11:44:00 AM
From: Fernando Saldanha	Read Replies (1) \| Respond to of 18691

Does anyone know if there is a thread in SI for mergers, acquisitions, tender offers, etc? There may be interesting opportunities in this type of transactions. For example, in a merger the stocks of the two companies may be priced in a ratio that is different from the ratio at which they will merge (e.g., CDNW and NTKI). It would be interesting to have a place where this information is centralized.

To: Don Westermeyer who wrote (17624)	3/6/1999 12:07:00 PM
From: phbolton	Read Replies (1) \| Respond to of 18691

Don: the IBM deal could be a big deal for Dell IF IBM gets the "system on a chip" in copper mode at 0.15 micron out the door in reasonable time (holiday season 99?). This would allow sub $1000 systems that would outdo competitors $2000+ systems just by running two or three times as fast. Also, it will allow smaller, faster, less watt hungry laptops. This is going to happen, its a question of when. Curiously, the powerpc variant is likely to be out within a year and so Apple may be the first with this technology to market. IBM on 0.15 micron embedded memory using copper: ibm.com a couple of excerpts "This forces you to keep going next door to get what you need. By placing logic and DRAM together on a single chip, we're making sure that the processor has what it needs close at hand, allowing it to operate more efficiently." IBM's thinner copper wiring is used in combination with circuitry as small as 0.15 micron (less than 1/600th the width of a human hair), placing those circuits closer together and squeezing in more logic. The small size of IBM's memory cells allows them to be added to the chip as well without interfering with the maze of copper wiring or logic transistors.