Mr. HIStalk
07-23-2007, 08:18 AM
From the Yahoo stock message board:
Misys has $420 million from today's sales. They'd be crazy to convert it back to British Pounds at 2.05 exchange rate. TZIX has not announced a new CFO, more than 2 months after Malone's annoucement. Trizetto is grossly undervalued at the moment. Trizetto's China deal indicates that expansion overseas is a good possibility. No one, but no one, knows TZIX better than Malone. Could Malone and Margolis be reunited?
Misys likes the transaction business (PayerPath), it lines up well with their physician and banking business, it faces them off against McKesson and RelayHealth, and it has more growth potential than selling software. They've expressed interest in acquisitions and have $400 million to spend. TriZetto's market cap is $800 million, so it's not huge bite to swallow.
Just speculation, but logically thought out.
Misys has $420 million from today's sales. They'd be crazy to convert it back to British Pounds at 2.05 exchange rate. TZIX has not announced a new CFO, more than 2 months after Malone's annoucement. Trizetto is grossly undervalued at the moment. Trizetto's China deal indicates that expansion overseas is a good possibility. No one, but no one, knows TZIX better than Malone. Could Malone and Margolis be reunited?
Misys likes the transaction business (PayerPath), it lines up well with their physician and banking business, it faces them off against McKesson and RelayHealth, and it has more growth potential than selling software. They've expressed interest in acquisitions and have $400 million to spend. TriZetto's market cap is $800 million, so it's not huge bite to swallow.
Just speculation, but logically thought out.