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 : DOCS - A TURNAROUND PLAY -- Ignore unavailable to you. Want to Upgrade?

To: Michael Pascoe who wrote (1011)	3/9/1999 8:34:00 PM
From: Michael Watkins	Read Replies (2) \| Respond to of 1156

I would love to know why, exactly, the talks with Sol6 were broken off. Better yet, why they were started and by whom? I'm begining to think that almost any combination makes sense as long as they get on with it. BI and KM - not that implausible a combo. Despite Mr. Tyler's remarks about the fit, HUM's BI sales were 25% of total sales last quarter and growing rapidly and I don't see anything wrong with having 'legacy' communications products, with high margins, hanging around for awhile. MacDonalds might be looking for a KM partner! Some aspects of the HUM/DOCS combo, double cheese if you please, make a lot more sense than Sol6/DOCS, to me. I see HUM having an easier time promoting DM/KM technology as items closer to commodities rather than the opposite. I feel the industry needs to lean that way rather than large, high end, overly complex and expensive, professional services driven engines. I wonder what Sol6 would have liked to do with the DOCS Inc. part of the puzzle. Of the three - DOCS + HUM; DOCS + Sol6; DOCS + MacDonalds - I like DOCS + HUM the best. If Ray Kroc were still around, well, maybe that would be different. I also wonder what is next on Mr. Sorkin's shopping list. Reaction in the market easing off today. Wondering + Scratching.

To: Michael Pascoe who wrote (1011)	3/16/1999 9:29:00 AM
From: waitwatchwander	Read Replies (1) \| Respond to of 1156

The spin from the other side ... PC Docs Beats Off Solution 6, Again NewsBytes Wednesday, March 10, 1999 12:15PM -------------------------------------------------------------------------------- By Dorothy Kennedy, Computer Daily News SYDNEY, AUSTRALIA A month has passed since Australian Stock exchange-listed Solution 6 announced its intention to make an unsolicited bid for Canada's PC Docs group in a coup that would have yielded a merged business worth around A$251 million (US$159.31 million). The deal went the way of the typewriter, and in the meantime Canada's Hummingbird Communications has made a successful swoop on the Canadian group. But Solution 6 says it has not given up. Solution 6 CEO Chris Tyler told DWR Publishing's itnews.com online news service that he still saw a chance to make a bigger bid, after noting the Hummingbird offer is yet to be approved by shareholders. But PC Docs is not interested, it seems. "The company is not pursuing anything in relation to Solution 6 at an international level, and we're 110 percent behind the (Hummingbird) acquisition," said Darren Adams, managing director for PC Docs in Australia. He said the stock in both companies is closely held and both boards have unanimously approved the Hummingbird offer. The transaction, due to close in May, values PC Docs at roughly US$155 million. PC Docs has 800 staff worldwide, and Hummingbird has 700. Exchange Rate: $1 = A$1.58 Reported by Newsbytes News Network, newsbytes.com .