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Global Information Technology, internet  Corporate Pre and Post Merger/Acquisition Performance and investment Strategy OSA

Dec. 14, 2004 rev.

US merger/acquisition pre and post merger integration performance analysis and investment strategy  
HP merge Compaq to become no.2 in computer does not help HP profit margin,( HP printer division enjoyed 8 % profit margin contributed 3.8 billion profit in 2004, while Compaq corporate computing and PC only has 1.0 % profit margin and facing increasing competition from IBM, HP, Apple in PC and sever markets, rely on job cuts for cost reduction Despite already saved 3.5 billion ) without OSA value added simulators to upgrade HPQ software, service, HPQ margin will be dragged by Compaq, stock prices doubled to 25 are overpriced, facing hard time ahead in second half 2004, stock prices will be down 50 % to 16-21
China's PC king Lenovo bought US IBM   10 billion billion sales Think Pad PC   for 1.75 billion, will boost Lenovo profit margin and global market shares, upgrade its technical and management  skill, while IBM will improve its China
marketing potential for other divisional  products ( Main frame, server, and corporate computing.)
Oracle enjoyed 23 % profit margin bought Peoples Soft ( 3.4% margin ) in customer relationships, financial, human resources data management will be drag  by PeopleSoft, and facing competition from SAP and other market players
Oracle stock prices will give up all its recent  gain, testing 10- 12
Sprint 35 billion dollar merger Nextel will facing sharp price war in wireless competition, Nextel margin will be grad by Sprint. stock prices at 24 are over valued.
Strategic Alliance:
ARIBA joint venture with IBM up 20 to 120 are overpriced , It will be facing bubble burst, plunge 50- 90 %
Global Telecom mergers.
Deutch Telecom (DT approve to 50 billion  merger of  US Voicestream (VSTR( NO 1 GSM based wireless co)   are overpriced, the merger have little near term benefit for DT at such high cost, post merger integration is required to boost the Europe market share DT stock plunge to 44 , will test 30 (buy opportunity), while VSTR should plunge 50 % , due to huge 200 million lose despite 240 mil revenue
China Telecom merge more Chinese cites wireless market, to bring to 20 million customer by year end will help maintain it's market share against China Unicom and stock prices should be 32-42
Financial market speculation on WCOM Sprint merger derail, stock prices  50 are overpriced while T (ATT down to 28 are oversold, both stock prices should be between 28-31
US Fiber optics  Internet  mergers analysis, investment strategy:
Nortel suffered huge loss, intend to offer 100 billion to  50 % Dow Corning are too expensive, both stocks are overpriced , The deal is canceled should plunge  50 %
JDS uniphas loses 680 million after numerous merger, now offer 36 billion to merger SDL to expand fiber optics business, it' ost merger management is questionable to digest such big one, as predicted accurately by Dr. Huang that JDSU will drop below 100 to test 60
B2C  e.Commerce companies Webvan merge  Homegrocer, bothe sufferd sharp competition, widening loses, stocks down 90 % to 6, The merger  increase some marketshares, help little on profit, stock price still say around 6
EURO telecom merger
Vodafone merger Manhesman lead to largest European wireless operator. VOD shares at 30 look very attractive for accumulation
US  telecom merger
AOL and Times Warner(TWX) and recent EMI cross culture cross continent merger, will broaden markets share, but it will take time and efforts in post merger integration, before any significant improvement. TWX share are overpriced above 90, as it already dip below 80, it will converge to AOL price around 40
click for inernet IPO stock prices simulation

Dr. Warren Huang have development Over ten  thousands  of  artificial intelligence, neural net, fuzzy logic, chaos algorithms based daily global interest rates, currency rates,  commodity, industrial raw materials, IC and computers hardwares, financial futures, options prices, corporate profitability and stock prices  Operations Simulations Analysis  expert  systems, and implemented for US, Asian Pacific, European multinational oil, petro chemicals, information, biotech    industry corporate investment banking, restructuring, reengineering applications during the last 30 years (These systems have been recommend by US Hydrocarbon Processing Advanced Control and Information Management, Productivity and Quality, Process Design & Optimization Handbook during 1991- 1997,   Over 1000 major cos from 65  US, European, Asian Pacific, South American countries including EXXON, Dupont, BP, Shell, BASF, Aramco, Sinopec, IBM, Merck, Roche, Rhone-Poulenc etc.   thousands  corporate managers contacted 32 OSA based corpo rate  pre and post merger/acquis tions  restructuring, reengineering performances analysis )and strategy, tracking, simulate daily  US Fed and global central bankers monetary policy, interest rates, currency, Asian financial crisis  and it's impact on global global commodity, industrial raw materials,  financial futures, options prices, corporate profitability, stock prices and pre and post merger/acquisition restructuring, reengineering and performances improvements simulation, investment, risk  management for help ing  20 millions global  cor porate CEO,  finance, import/ export,  currency, equities trading, procurement, marketing  managers, investors to take advantage of investment opportunities in last 20 years  financial crisis
       32 種 國際企業並購前後重組再造營運效益OSA 分析系統略(在美國 Hydrocarbon Processing 1991 至 1997 年每年之提高生產力,自動化及信息管理手冊推鑑下已有來自歐美亞太南美國家八百餘家公司包括 Exxon, Dupont, IBM, BP, Shell, Sinopec, Yukong, Aramco 等公司)千餘位經理人員接洽應)在創始人黃華南博士主持之國際企業並購前後重組再造研究推廣中心,以扁平式目標任務效益導向之操作模擬分析(OSA)策略執行 小組發揮並購前後效益分析改進及投資策略   

US  weekly Fed and European, Asian central bankers  money supply,  fund rate, Asian Financial Crisis, Yen exchange  rate impact on daily Compaq  and Digital  pre and post mergers performance OSA 98 10             Pre mergers OSA:   Asian turmoil and strong dollar( especially the major IC, computer producers Korea's currency Won depreciated 100 %, and Japanese Yen depreciated 20 % caused the slumping prices.  Industry overcapacity resulted huge loss in IC like Motorola, Micron, and earning slump in computers like  Compaq profits down 80%, . Compaq's merger DEC will help it's move into high-end  Sever and computing, but it's    has to face the increasing competition, price cutting from IBM, HP, Dell.. Which caused recent stock price retreat.  Compaq will be traded between 22 and 31, Dec will be in the 52 to 58 range  
Post   mergers OSA:   Different cultural background and management concept requires Dr. Warren Huang over 30 years experiences in implementing quality, cost, market shares  goal, mission, performance oriented cross functional pizza chart OSA strategic and execution OSA teams for US, Asian Pacific multinationals provide unified manage ment  concept, procedures and decision methods supporting new corporate's restructuring, reengineering efforts in new server models and applications markets ( Asian Pacific) strategy                                                               Stock investment Stock Investment strategy: but both  have to face the increasing competition, price cutting from IBM, HP, Dell.. Which caused recent stock price retreat.  Compaq will be traded between 2 2 and 30, Dec will be in the 52 to 58 range
Click here for Information industry restructuring, merger/acquisition  training centers setup,  in OSA goal mission, performance oriented OSA teams directed by Dr. Warren Huang  to provide on the job training for information industry corporate managers in  pre and post merger/acquisition  daily decision analysisDetailed analysis, stock investment research reports, simulation chart of the above and other Asian and European corporate merger/acquisition  simulation results  are available by the order form below.  
Key Benefits:     These information industry  pre and post merger/acquisition OSA decision tools and OSA teams   management will provide billions dollars cost saving and with improved marketshare and profits and  help the global corporate CEO financial, procurement, marketing  on the job decisions analysis training  in global procurement, investment, marketing strategy,  to maximize  profit at minimum loss.

Also help investors  in global M/A investing.                     

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