Jack Haddad

Potential Acquirers for Sun: Oracle or Cisco?

lol....


On Apr 24 03:21 PM M&A Hot Shot wrote:

> Next time I'm in the San Jose/Bay Area, I definitely wanna go clubbing
> with the invincible one - the legendary Dr. Haddad.
>
> Doc, you bring the insider M&A activity tips; I'll supply the
> hordes of smokin' hot young babes (your wife doesn't have to know!).
> We'll party it up! ;-)

Potential Acquirers for Sun: Oracle or Cisco?

LOL... I wish if i can or had an insider access


On Apr 20 03:17 PM M&A Hot Shot wrote:

> I wonder if ORCL's Corp. Dev. guys were somewhat (indirectly) influenced
> by this blog. :-D Because if you look at the time frame, when the
> IBM-JAVA deal collapsed, ORCL must have had only a limited window
> of time to make a proposition (or vice-versa if JAVA had approached
> ORCL) ---- unless of course, ORCL and JAVA were in talks before.
>
>
> Either way, it's all water under the bridge now. Dr. Haddad got this
> one right on the dollar.
>
> Hey Doctor, can you get me an M&A job inside CSCO or at any other
> Silicon Valley F100's Corp. Dev. unit? You obviously seem to be connected.
> You should consider insider trading! ;-) LOL! Just kiddin', of course.

Potential Acquirers for Sun: Oracle or Cisco?

I thank you for the vote of confidence!


On Apr 20 01:40 PM M&A Hot Shot wrote:

> I have to hand it to Dr. Haddad on this one. Well done, kind Sir.
> :-)
>
> The ORCL-JAVA deal caught us all off-guard. Granted, for those of
> us (most of us at least) who weren't privy to insider talks, we could
> have have never guessed.
>
> At least, I got it right on CSCO. :-P LOL!
>
> Seriously though, this is a HUGE FIRST ---- ORCL acquiring a hardware
> co (but I guess they'll get an OS like Solaris too), but more importantly,
> as I've stated above, give ORCL's hardware deal with HPQ, this is
> bound to create some tension.
>
> Also, not sure how the US DOJ will react, but I don't suppose there
> is much anti-trust issues here.
>
> Again, kudos to the venerable Dr. Haddad! Good call.
>
>

Potential Acquirers for Sun: Oracle or Cisco?

Any additional comments?


On Apr 13 03:18 PM M&A Hot Shot wrote:

> ORCL? No way! ORCL's partnership with HPQ on the hardware side is
> something ORCL will not salvage. CSCO has the cash (>$33B USD) but
> they won't be stupid (at least I hope not) to dump ~$7B on JAVA,
> especially after their huge Scientific-Atlanta acquisition that hasn't
> done anything for them (ie: CSCO is still #2 to Motorola's STB division).
> Suffice to say, CSCO will not likely acquire any H/W companies in
> the next little while, with small consumer offerings (eg: Pure Digital
> - and terrible deal for CSCO, given that most smart phones in Q3/Q4
> will have a video feature).
>
> The IBM-JAVA deal will still happen, simply because no one else has
> expressed interest. When? That's anyone's guess. But I don't see
> a MSFT-YHOO-esque public drama.... err... unless, Carl Icahn has
> stake in JAVA. LOL! ;-)
>
> Signed,
>
> Corporate Development Insider

Potential Acquirers for Sun: Oracle or Cisco?

Did I really get caught playing that ARB spread? Do i have any credibility. Once again, follow my trades closely... You'll be rewarded.


On Apr 13 10:56 AM Nom De Plum wrote:

> If you think ORCL would buy JAVA, then I have to question your credibility.
> Has ORCL ever in its multi-decade history purchased a low margin
> hardware vendor? It looks like you got caught playing the speculated
> arb spread in JAVA and hoping someone takes you out of your long
> position.

Potential Acquirers for Sun: Oracle or Cisco?

M&A, your point is well taken; appreciate the feedback.


On Apr 13 03:18 PM M&A Hot Shot wrote:

> ORCL? No way! ORCL's partnership with HPQ on the hardware side is
> something ORCL will not salvage. CSCO has the cash (>$33B USD) but
> they won't be stupid (at least I hope not) to dump ~$7B on JAVA,
> especially after their huge Scientific-Atlanta acquisition that hasn't
> done anything for them (ie: CSCO is still #2 to Motorola's STB division).
> Suffice to say, CSCO will not likely acquire any H/W companies in
> the next little while, with small consumer offerings (eg: Pure Digital
> - and terrible deal for CSCO, given that most smart phones in Q3/Q4
> will have a video feature).
>
> The IBM-JAVA deal will still happen, simply because no one else has
> expressed interest. When? That's anyone's guess. But I don't see
> a MSFT-YHOO-esque public drama.... err... unless, Carl Icahn has
> stake in JAVA. LOL! ;-)
>
> Signed,
>
> Corporate Development Insider

Potential Acquirers for Sun: Oracle or Cisco?

No De Plum, I urge you to follow my trades as I post them in real-time. You might learn something.