Sunday, July 03, 2005

Sun's Big Year - 2186

Based on historical performance of SeeBeyond (income statement), and including new synergies (sales force, engineering), I estimate that Sun should break even on their $387,000,000 cash investment in the year 2186. I realize that it is tough to wait 181 years for the ROI to kick in - but I'm sure Scott (and his great grandchildren) will be patient - as will Wall Street.

I wish Sun the best of luck getting JBI adopted.

I should mention to the M&A crew at Sun - - I heard a hot rumor! A COBOL company is up for sale!! Time for JSR 38,940 - JCOBOL! You'll make BILLIONS!

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