OPINION8 February 2011
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2 Comments
Anon
13 years ago
Tamara's analysis makes a lot of sense from a macro point of view. However, traditionally Omnicom has left its research purchases as independent entities, with little (observable) integration between them or other entities within DAS. So, the question is: does this represent a change of direction by DAS/Omnicom, in which case Tamara's reasoning would be sound; or has Omnicom just bought up another two juicy money spinners? We shall see!
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Anon
13 years ago
I agree with Anonymous above, Omnicom as a holding company typically leaves these disparate. That said, buying these two particular companies does leave the door open for some sort of integration. As for the money spinners, Communispace is known to not be overly profitable due to their high labour costs. Regardless, interesting indeed.
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