Thursday, June 02, 2005

2 sensible deals

There were 2 other interesting tech buyouts today.

Lawson (LWSN) bought Swedish software maker Intentia whose line of products complements its own pretty well. I own some Lawson shares, bought when the Oracle-Peoplesoft deal ran into rough weather. Lawson would have made for a substitute target. Lawson also looked like a good target for SAP and remains so even today. The market did not embrace today's deal, but I think it will do so eventually.

Citrix (CTXS) bought Netscaler to augment its line of remote-enabled computing with network accelerators. This is a natural extension, though Citrix now starts competing with Cisco and Juniper in some areas. I own a few Citrix shares and I believe that today's pullback is a good chance to add more.


Post a Comment

<< Home