Saturday, July 17, 2004

Barron's software target list.

Barron's today lists all the enterprise software companies that are juicy takeover targets. I won't list them here, but the list is almost the same as the one i mentioned in my earlier Oracle on the prowl entries.
Each time someone in this list comes out with disappointing earnings, it is worthwhile to add to your positions. The wait may be long, but if Oracle does end up winning the anti-trust battle, the heavens will open as far as M & A goes. It will be a free for all!
And i do hope that happens - there is no room for all these software companies that churn out solutions that are disgusting and make customer lives hell!

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