Ich bitte alle dieses Gerücht mit der notwendigen Sorgfalt zu behandeln.
Der Konzentrationsprozeß scheint schneller als erwartet auch die
Geschäftsfelder von LHS zu erfassen.
Nachdem Lucent Technologies Kenan im Jahr 1998 übernommen hat (führte zu
einem partiellen Kundenverlust) hat nun ADC Telecommunications, Inc die
Aktien von Saville Systems übernommen (siehe unten).
Immer häufiger höre ich aus guten Quellen, wonach vor allen Dingen auf der
aktuellen Kursbasis von LHS ,entweder eine Fusion oder eine Übernahme
bevorsteht.
Gerüchten zufolge sollen bereits seit Wochen gezielte Käufe im Markt sein, die
jedoch durch geringe Handelvolumina gebremst werden.
Nach sorgfältigen Recherchen gebe ich beiden Möglichkeiten eine gewisse
Chance.
1.Fusion
Meiner Meinung macht nur eine Fusion zwischen LHS und amdocs Sinn. Eine
solche Fusion würde erhebliche Synergiepotentiale, LHS Marktführer wireless
und Technologieführer, amdocs Marktführer wireline, bringen.
Chance 25%
2. Übernahme
Eine Übernahme würde nur durch ein unabhängiges Unternehmen Sinn
machen, da sonst zuviele Kunden zu einem anderen Anbieter wechseln würden.
Ich kenne keine passende Konstellation
Chance >10%
Was könnte diese ersthaften Gerüchte für Konsequenzen bringen.
Vorausgesetz wir erhalten die hier schon mehrfach genannten positiven Zahlen
und einen entsprechenden Ausblick würde sich der Kurs für evtl. Aufkäufer
deutlich erhöhen.
Daneben steht immer noch die latente Situation der short-seller, wobei ich da zu
der Meinung gekommen bin , daß wir über maximal 2-5 Adressen reden die ggf.
in eine extreme short-squeeze laufen.
Mein Fazit:
LHS weiterhin ==> strong buy
jetzt sogar mit sex-appeal
ADC Telecommunications Completes Acquisition of Saville Systems
MINNEAPOLIS--(BUSINESS WIRE)--Oct. 8, 1999--ADC Telecommunications, Inc.
(NASDAQ: ADCT - news,
www.adc.com - news) today announced that it has completed the acquisition of
Saville Systems PLC (NASDAQ: SAVLY -
news, www.savillesys.com - news). Effective today, Saville's shares will no
longer be traded on The Nasdaq Stock Market. Pursuant to the acquisition, which
is
structured as a tax-free reorganization for U.S. federal income tax purposes and
is intended to be accounted for as a pooling of interests, ADC has issued 0.358 of
a
share of its common stock for each ordinary share of Saville. A letter of
transmittal setting forth the procedure for exchanging certificates representing
canceled
Saville shares and ADRs for ADC stock certificates will be sent to Saville's
shareholders and ADR holders by Norwest Bank Minnesota, N.A. (Telephone:
(800)
468-9716 and (651) 450-4064).
``This closing marks the beginning of a new growth opportunity for ADC's
software business and multiservice network strategy as we integrate Saville's
outstanding
people and products into the ADC family,'' said William J. Cadogan, chairman
and CEO of ADC Telecommunications. ``Saville's contribution to ADC will allow
us
to extend our market presence in the operations support system (OSS) software
market and will provide us the ability to offer our customers a more
comprehensive
suite of software solutions.''
Saville's leading convergent billing and customer care software platforms allow
communications service providers to integrate multiple service offerings, such as
local
and long distance telephone, Internet, data, wireless and cable TV, onto a single
bill for the customer. The billing and customer care market is expected to grow
from
$4.9 billion in 2000 to $14 billion by 2008. The addition of Saville's software
portfolio extends ADC's OSS offerings, which includes the Metrica line of service
assurance software for network performance management and service level
agreements, and strongly compliments ADC's broadband, multiservice access
and
transport systems. ADC's software products also include the NewNet line of short
messaging services and over-the-air service provisioning for wireless networks,
comprehensive Signaling System 7 (SS7) solutions for intelligent network
services over wireline, wireless and IP networks, and CALEA (Communications
Assistance to Law Enforcement Act) compliance software.
About ADC
ADC Telecommunications, Inc. is a leading global supplier of broadband,
multiservice networks providing network equipment, software solutions and
integration
services for voice, video and data communications over telephone, cable
television, Internet, broadcast, wireless and private networks. ADC's broadband,
multiservice networks enable local access, high-speed transmission and software
management of communications services from service providers to consumers
and
businesses over fiber-optic, copper, coaxial and wireless media. Headquartered
in Minneapolis, Minnesota, ADC has approximately 11,500 employees around the
world and annual sales of $1.8 billion. ADC is an S&P 500 company. For
additional information, visit our Web site at www.adc.com.
Cautionary statement under the Private Securities Litigation Reform Act of 1995
Any forward-looking statements contained herein reflect management's current
expectations or beliefs. ADC Telecommunications cautions readers that future
actual results could differ materially from those in forward-looking statements
depending on the outcome of certain factors, including the risks and
uncertainties identified in Exhibit 99 to ADC's Report on Form 10-Q for the fiscal
quarter ended
April 30, 1999.
Der Konzentrationsprozeß scheint schneller als erwartet auch die
Geschäftsfelder von LHS zu erfassen.
Nachdem Lucent Technologies Kenan im Jahr 1998 übernommen hat (führte zu
einem partiellen Kundenverlust) hat nun ADC Telecommunications, Inc die
Aktien von Saville Systems übernommen (siehe unten).
Immer häufiger höre ich aus guten Quellen, wonach vor allen Dingen auf der
aktuellen Kursbasis von LHS ,entweder eine Fusion oder eine Übernahme
bevorsteht.
Gerüchten zufolge sollen bereits seit Wochen gezielte Käufe im Markt sein, die
jedoch durch geringe Handelvolumina gebremst werden.
Nach sorgfältigen Recherchen gebe ich beiden Möglichkeiten eine gewisse
Chance.
1.Fusion
Meiner Meinung macht nur eine Fusion zwischen LHS und amdocs Sinn. Eine
solche Fusion würde erhebliche Synergiepotentiale, LHS Marktführer wireless
und Technologieführer, amdocs Marktführer wireline, bringen.
Chance 25%
2. Übernahme
Eine Übernahme würde nur durch ein unabhängiges Unternehmen Sinn
machen, da sonst zuviele Kunden zu einem anderen Anbieter wechseln würden.
Ich kenne keine passende Konstellation
Chance >10%
Was könnte diese ersthaften Gerüchte für Konsequenzen bringen.
Vorausgesetz wir erhalten die hier schon mehrfach genannten positiven Zahlen
und einen entsprechenden Ausblick würde sich der Kurs für evtl. Aufkäufer
deutlich erhöhen.
Daneben steht immer noch die latente Situation der short-seller, wobei ich da zu
der Meinung gekommen bin , daß wir über maximal 2-5 Adressen reden die ggf.
in eine extreme short-squeeze laufen.
Mein Fazit:
LHS weiterhin ==> strong buy
jetzt sogar mit sex-appeal
ADC Telecommunications Completes Acquisition of Saville Systems
MINNEAPOLIS--(BUSINESS WIRE)--Oct. 8, 1999--ADC Telecommunications, Inc.
(NASDAQ: ADCT - news,
www.adc.com - news) today announced that it has completed the acquisition of
Saville Systems PLC (NASDAQ: SAVLY -
news, www.savillesys.com - news). Effective today, Saville's shares will no
longer be traded on The Nasdaq Stock Market. Pursuant to the acquisition, which
is
structured as a tax-free reorganization for U.S. federal income tax purposes and
is intended to be accounted for as a pooling of interests, ADC has issued 0.358 of
a
share of its common stock for each ordinary share of Saville. A letter of
transmittal setting forth the procedure for exchanging certificates representing
canceled
Saville shares and ADRs for ADC stock certificates will be sent to Saville's
shareholders and ADR holders by Norwest Bank Minnesota, N.A. (Telephone:
(800)
468-9716 and (651) 450-4064).
``This closing marks the beginning of a new growth opportunity for ADC's
software business and multiservice network strategy as we integrate Saville's
outstanding
people and products into the ADC family,'' said William J. Cadogan, chairman
and CEO of ADC Telecommunications. ``Saville's contribution to ADC will allow
us
to extend our market presence in the operations support system (OSS) software
market and will provide us the ability to offer our customers a more
comprehensive
suite of software solutions.''
Saville's leading convergent billing and customer care software platforms allow
communications service providers to integrate multiple service offerings, such as
local
and long distance telephone, Internet, data, wireless and cable TV, onto a single
bill for the customer. The billing and customer care market is expected to grow
from
$4.9 billion in 2000 to $14 billion by 2008. The addition of Saville's software
portfolio extends ADC's OSS offerings, which includes the Metrica line of service
assurance software for network performance management and service level
agreements, and strongly compliments ADC's broadband, multiservice access
and
transport systems. ADC's software products also include the NewNet line of short
messaging services and over-the-air service provisioning for wireless networks,
comprehensive Signaling System 7 (SS7) solutions for intelligent network
services over wireline, wireless and IP networks, and CALEA (Communications
Assistance to Law Enforcement Act) compliance software.
About ADC
ADC Telecommunications, Inc. is a leading global supplier of broadband,
multiservice networks providing network equipment, software solutions and
integration
services for voice, video and data communications over telephone, cable
television, Internet, broadcast, wireless and private networks. ADC's broadband,
multiservice networks enable local access, high-speed transmission and software
management of communications services from service providers to consumers
and
businesses over fiber-optic, copper, coaxial and wireless media. Headquartered
in Minneapolis, Minnesota, ADC has approximately 11,500 employees around the
world and annual sales of $1.8 billion. ADC is an S&P 500 company. For
additional information, visit our Web site at www.adc.com.
Cautionary statement under the Private Securities Litigation Reform Act of 1995
Any forward-looking statements contained herein reflect management's current
expectations or beliefs. ADC Telecommunications cautions readers that future
actual results could differ materially from those in forward-looking statements
depending on the outcome of certain factors, including the risks and
uncertainties identified in Exhibit 99 to ADC's Report on Form 10-Q for the fiscal
quarter ended
April 30, 1999.
