Unfortunately middle management is making a mess again and this is well reflected in the share-price. Very unclear (if any) instructions have been given on how to integrate METG staff, so the predicatble result is a big, mess. And no focus leaving ample opportunity for the competition. The incompetent middle management was treated to an all expenses paid trip last week to a sunny 5-star resort at the expense of clients and shareholders. The competition will gain, apparantly METG clients will get very limited access to Gartner research, proving their fear that they will be force-fed gartner 'stuff'. I expect the share price to bottom out at 7.5 in the next three months, with some luck we'll reach 10 if management can prove retention in cv, new sales and cost savings. First expect another round of approx 75 to 100 redundancies.
You will find the merger goes exactly the same way as the DQ merger. No-one at Gartner will really work out what Meta does - or who has the best client relationships until they've got rid of them. Remember most of the top performing staff at Meta are Ex Gartner anyway (who'd left been chopped or otherwise didn't want to work for GG anymore). So you think they'll hang around to be chopped again by the same people second time around!! The stock will move when/if they get to the DnB model it should have been years ago. another fantastic aquisition, to go with the long list of Mikies ideas.. J3, Decision drivers, Datapro, etc, etc,