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 Inc
  • $14.18
  • -8.93%
  • $15.50

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: ACEALCAVBDHIFCHFNFGOOG

TheStreet.com Rating: D What is this?

  • +
  • EPIC
    Epicor Software
  • $7.74
  • +0.52%
  • $7.70

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 I
  • $8.05
  • +2.94%
  • $7.82

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
  • $16.77
  • -1.70%
  • $17.00

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: D+ What is this?

  • +
  • INFA
    Informatica Corp
  • $15.81
  • +2.33%
  • $15.46

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 In
  • $7.87
  • -0.25%
  • $7.86

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: C+ What is this?

  • +
  • BLOG
    Bladelogic
  • $28.04
  • 0.00%
  • $N/A

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
  • $23.35
  • -1.14%
  • $23.38

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: B What is this?

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