Barron's Technology M&A Prospects
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Date updated:03-15-2008

Barron's highlighted some technology stocks that have M&A potential in the technology trader column. This portfolio is made up of those M&A ideas.

symbol name last price % change open
  • +
  • ARBA
    Ariba
  • $11.13
  • -1.68%
  • $11.20

The software sector, in particular, seems ripe for consolidation. Cowen & Co.'s Peter Goldmacher last week noted that the applications-software group is down 21% this year. His view: That's created an opportunity to buy quality names on the cheap. Goldmacher offers up four examples: Ariba (ARBA), Epicor Software (EPIC), Lawson Software (LWSN) and DealerTrak Holdings (TRAK). All, he says, offer "M&A appeal."

People owning ARBA also tend to own: CSCOGOOGIBMINTCJDSUJNPRORCL

TheStreet.com Rating: C What is this?

  • +
  • EPIC
    Epicor Software C
  • $7.13
  • +0.42%
  • $7.25

The software sector, in particular, seems ripe for consolidation. Cowen & Co.'s Peter Goldmacher last week noted that the applications-software group is down 21% this year. His view: That's created an opportunity to buy quality names on the cheap. Goldmacher offers up four examples: Ariba (ARBA), Epicor Software (EPIC), Lawson Software (LWSN) and DealerTrak Holdings (TRAK). All, he says, offer "M&A appeal."

People owning EPIC also tend to own: ALDATWCATCGVCTPMF.PKDSUEWA

TheStreet.com Rating: C- What is this?

  • +
  • LWSN
    Lawson Software
  • $6.48
  • -0.77%
  • $6.57

The software sector, in particular, seems ripe for consolidation. Cowen & Co.'s Peter Goldmacher last week noted that the applications-software group is down 21% this year. His view: That's created an opportunity to buy quality names on the cheap. Goldmacher offers up four examples: Ariba (ARBA), Epicor Software (EPIC), Lawson Software (LWSN) and DealerTrak Holdings (TRAK). All, he says, offer "M&A appeal."

People owning LWSN also tend to own: UMCVSEANEOGSCSSFGENMKT.OB

TheStreet.com Rating: C+ What is this?

  • +
  • TRAK
    Dealertrack Holdi
  • $18.40
  • +0.38%
  • $18.35

The software sector, in particular, seems ripe for consolidation. Cowen & Co.'s Peter Goldmacher last week noted that the applications-software group is down 21% this year. His view: That's created an opportunity to buy quality names on the cheap. Goldmacher offers up four examples: Ariba (ARBA), Epicor Software (EPIC), Lawson Software (LWSN) and DealerTrak Holdings (TRAK). All, he says, offer "M&A appeal."

People owning TRAK also tend to own: AMAGBIDUFMCNGSICHIBBINWKITWO

TheStreet.com Rating: C- What is this?

  • +
  • INFA
    Informatica Corpo
  • $22.44
  • -0.36%
  • $22.49

Citigroup analyst Brent Thill went through a similar exercise last week and came up with some other M&A possibilities in software -- Informatica (INFA), Tibco (TIBX) and BladeLogic (BLOG). Other potential targets, he says, include Check Point Software Technologies (CHKP), THQ (THQI) and Nuance (NUAN).

People owning INFA also tend to own: GRMNSNDKCEUPSCOGFSTHYSL

TheStreet.com Rating: B+ What is this?

  • +
  • TIBX
    Tibco Software
  • $8.84
  • -0.67%
  • $8.86

Citigroup analyst Brent Thill went through a similar exercise last week and came up with some other M&A possibilities in software -- Informatica (INFA), Tibco (TIBX) and BladeLogic (BLOG). Other potential targets, he says, include Check Point Software Technologies (CHKP), THQ (THQI) and Nuance (NUAN).

People owning TIBX also tend to own: AAVAEROALLAOSASHBACBER

TheStreet.com Rating: B What is this?

  • +
  • BLOG
    N/a
  • $28.04
  • 0.00
  • $28.04

Citigroup analyst Brent Thill went through a similar exercise last week and came up with some other M&A possibilities in software -- Informatica (INFA), Tibco (TIBX) and BladeLogic (BLOG). Other potential targets, he says, include Check Point Software Technologies (CHKP), THQ (THQI) and Nuance (NUAN).

People owning BLOG also tend to own: APKTARUNAUTHAVAVBBNDCAVMCLWR

TheStreet.com Rating: No Rating What is this?

  • +
  • CHKP
    Check Point Softw
  • $32.48
  • -0.88%
  • $32.48

Citigroup analyst Brent Thill went through a similar exercise last week and came up with some other M&A possibilities in software -- Informatica (INFA), Tibco (TIBX) and BladeLogic (BLOG). Other potential targets, he says, include Check Point Software Technologies (CHKP), THQ (THQI) and Nuance (NUAN).

People owning CHKP also tend to own: AEOSCRYPHNRPAYXTCHCTRLGCOSI

TheStreet.com Rating: A What is this?

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A. Here's another one:
http://seekingalpha.com/article/173986-s
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Also, DSX, for instance moved up after
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